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BPA’s Proposed – 2018 – 212 New Tariff – June 2018 Pre-Decisional. For Discussion Purposes Only.
B O N N E V I L L E P O W E R A D M I N I S T R A T I O N T R A N S M I S S I O N S E R V I C E S
OPEN ACCESS TRANSMISSION TARIFF
Bonneville Power Administration
Open Access Transmission Tariff
BPA’s Proposed – 2018 – 212 New Tariff – April 2018 Pre-Decisional. For Discussion Purposes Only.
ii
TABLE OF CONTENTS
I. COMMON SERVICE PROVISIONS ................................................................... 11
1 DEFINITIONS ........................................................................................................... 11
1.1 Affiliate: ......................................................................................................... 11
1.2 Ancillary Services: ........................................................................................ 11
1.3 Annual Transmission Costs: .......................................................................... 11
1.4 Application: ................................................................................................... 11
1.4.1 Cluster Study ................................................................................................. 11
1.5 Commission: .................................................................................................. 12
1.6 Completed Application: ................................................................................. 12
1.7 Control Area: ................................................................................................. 12
1.8 Curtailment: ................................................................................................... 13
1.9 Delivering Party: ............................................................................................ 13
1.10 Designated Agent: ......................................................................................... 13
1.11 Direct Assignment Facilities: ........................................................................ 13
1.12 Eligible Customer: ......................................................................................... 13
1.13 Facilities Study: ............................................................................................. 14
1.14 Firm Point-To-Point Transmission Service: .................................................. 15
1.15 Good Utility Practice: .................................................................................... 15
1.16 Interruption: ................................................................................................... 15
1.17 Load Ratio Share: .......................................................................................... 16
1.18 Load Shedding: .............................................................................................. 16
1.19 Long-Term Firm Point-To-Point Transmission Service: .............................. 16
1.20 Native Load Customers: ................................................................................ 16
1.21 Network Customer:........................................................................................ 16
1.22 Network Integration Transmission Service: .................................................. 17
1.23 Network Load: ............................................................................................... 17
1.24 Network Operating Agreement: .................................................................... 17
1.25 Network Operating Committee: .................................................................... 18
1.26 Network Resource: ........................................................................................ 18
1.27 Network Upgrades: ........................................................................................ 18
1.28 Non-Firm Point-To-Point Transmission Service: ......................................... 19
1.29 Non-Firm Sale: .............................................................................................. 19
1.30 Open Access Same-Time Information System (OASIS): ............................. 19
1.31 Part I: ............................................................................................................. 19
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1.32 Part II: ............................................................................................................ 19
1.33 Part III: ........................................................................................................... 20
1.34 Parties: ........................................................................................................... 20
1.35 Point(s) of Delivery: ...................................................................................... 20
1.36 Point(s) of Receipt: ........................................................................................ 20
1.37 Point-To-Point Transmission Service: .......................................................... 20
1.38 Power Purchaser: ........................................................................................... 20
1.39 Pre-Confirmed Application: .......................................................................... 21
1.40 Receiving Party: ............................................................................................ 21
1.41 Regional Transmission Group (RTG): .......................................................... 21
1.42 Reserved Capacity: ........................................................................................ 22
1.43 Service Agreement: ....................................................................................... 22
1.44 Service Commencement Date: ...................................................................... 22
1.45 Short-Term Firm Point-To-Point Transmission Service: .............................. 22
1.46 System Condition .......................................................................................... 23
1.47 System Impact Study: .................................................................................... 23
1.48 Third-Party Sale: ............................................................................................ 23
1.49 Transmission Customer: ................................................................................ 23
1.50 Transmission Provider: .................................................................................. 24
1.51 Transmission Provider's Monthly Transmission System Peak: .................... 24
1.52 Transmission Service:.................................................................................... 24
1.53 Transmission System: .................................................................................... 24
2 INITIAL ALLOCATION AND RENEWAL PROCEDURES .............................................. 24
2.1 Initial Allocation of Available Transfer Capability: ..................................... 24
[UNDER REVIEW] .................................................................................................. 24
2.2 Reservation Priority For Existing Firm Service Customers: ......................... 24
[UNDER REVIEW] .................................................................................................. 24
3 ANCILLARY SERVICES ........................................................................................... 24
3.1 Scheduling, System Control and Dispatch Service: ...................................... 28
The rates and/or methodology are described in Schedule 1. ..................................... 28
3.2 Reactive Supply and Voltage Control from Generation or Other Sources
Service: ...................................................................................................................... 28
3.3 Regulation and Frequency Response Service: .............................................. 28
3.4 Energy Imbalance Service: ............................................................................ 28
3.5 Operating Reserve - Spinning Reserve Service: ........................................... 28
3.6 Operating Reserve - Supplemental Reserve Service: .................................... 28
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3.7 Generator Imbalance Service: ....................................................................... 28
3.8 Capacity for Generator Imbalance Service: .................................................. 28
4 OPEN ACCESS SAME-TIME INFORMATION SYSTEM (OASIS) ................................ 29
5 LOCAL FURNISHING BONDS (INTENTIONALLY OMITTED) ..................................... 30
5.1 Transmission Providers That Own Facilities Financed by Local Furnishing
Bonds: 30
5.2 Alternative Procedures for Requesting Transmission Service: ..................... 30
6 RECIPROCITY.......................................................................................................... 30
7 BILLING AND PAYMENT ......................................................................................... 31
7.1 Billing Procedure: .......................................................................................... 31
7.2 Interest on Unpaid Balances: ......................................................................... 32
7.3 Customer Default: .......................................................................................... 32
8 ACCOUNTING FOR THE TRANSMISSION PROVIDER'S USE OF THE TARIFF .............. 33
8.1 Transmission Revenues: ................................................................................ 33
8.2 Study Costs and Revenues: ........................................................................... 34
9 REGULATORY FILINGS [UNDER REVIEW] ......................................................... 34
10 FORCE MAJEURE AND INDEMNIFICATION .............................................................. 35
10.1 Force Majeure: ............................................................................................... 35
10.2 Indemnification: ............................................................................................. 36
11 CREDITWORTHINESS .............................................................................................. 36
12 DISPUTE RESOLUTION PROCEDURES ..................................................................... 37
12.1 Internal Dispute Resolution Procedures: ....................................................... 37
12.2 External Arbitration Procedures: ................................................................... 37
12.3 Arbitration Decisions:.................................................................................... 38
12.4 Costs: ............................................................................................................. 39
12.5 Rights Under The Federal Power Act: .......................................................... 39
II. POINT-TO-POINT TRANSMISSION SERVICE ............................................... 39
13 NATURE OF FIRM POINT-TO-POINT TRANSMISSION SERVICE ............................... 40
13.1 Term: ............................................................................................................. 40
[UNDER REVIEW] .................................................................................................. 40
13.2 Reservation Priority: ...................................................................................... 40
13.3 Use of Firm Transmission Service by the Transmission Provider: ............... 41
13.4 Service Agreements: ...................................................................................... 41
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13.5 Transmission Customer Obligations for Facility Additions or Redispatch
Costs: 43
13.6 Curtailment of Firm Transmission Service: .................................................. 44
13.7 Classification of Firm Transmission Service: ............................................... 44
13.8 Scheduling of Firm Point-To-Point Transmission Service: .......................... 46
14 NATURE OF NON-FIRM POINT-TO-POINT TRANSMISSION SERVICE ...................... 46
14.1 Term: ............................................................................................................. 46
14.2 Reservation Priority: ...................................................................................... 47
14.3 Use of Non-Firm Point-To-Point Transmission Service by the Transmission
Provider: .................................................................................................................... 48
14.4 Service Agreements: ...................................................................................... 48
14.5 Classification of Non-Firm Point-To-Point Transmission Service: .............. 49
14.6 Scheduling of Non-Firm Point-To-Point Transmission Service: .................. 49
14.7 Curtailment or Interruption of Service: ......................................................... 50
[UNDER REVIEW] .................................................................................................. 50
15 SERVICE AVAILABILITY ......................................................................................... 50
15.1 General Conditions: ....................................................................................... 50
15.2 Determination of Available Transfer Capability: .......................................... 50
15.3 Initiating Service in the Absence of an Executed Service Agreement: ......... 50
15.4 Obligation to Provide Transmission Service that Requires Expansion or
Modification of the Transmission System, Redispatch or Conditional Curtailment: 51
15.5 Deferral of Service: ....................................................................................... 51
15.6 Other Transmission Service Schedules: ........................................................ 52
15.7 Real Power Losses: ........................................................................................ 52
16 TRANSMISSION CUSTOMER RESPONSIBILITIES ...................................................... 52
16.1 Conditions Required of Transmission Customers: ........................................ 52
16.2 Transmission Customer Responsibility for Third-Party Arrangements: ....... 53
17 PROCEDURES FOR ARRANGING FIRM POINT-TO-POINT TRANSMISSION SERVICE. 54
17.1 Application: ................................................................................................... 54
17.2 Completed Application: ................................................................................. 55
17.3 Deposit: .......................................................................................................... 56
17.4 Notice of Deficient Application: ................................................................... 58
17.5 Response to a Completed Application: ......................................................... 58
17.6.1 Execution of Service Agreement ................................................................... 59
17.6.2 Tender and Execution of Service Agreement Where Environmental Review
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Required ..................................................................................................................... 60
18 PROCEDURES FOR ARRANGING NON-FIRM POINT-TO-POINT TRANSMISSION
SERVICE ......................................................................................................................... 61
18.1 Application: ................................................................................................... 61
18.2 Completed Application: ................................................................................. 62
[UNDER REVIEW] .................................................................................................. 62
18.3 Reservation of Non-Firm Point-To-Point Transmission Service: ................. 62
[UNDER REVIEW] .................................................................................................. 62
18.4 Determination of Available Transfer Capability: .......................................... 62
19 ADDITIONAL STUDY PROCEDURES FOR FIRM POINT-TO-POINT TRANSMISSION
SERVICE REQUESTS ........................................................................................................ 62
19.1 Notice of Need for System Impact Study: ..................................................... 62
19.2 System Impact Study Agreement and Cost Reimbursement: ....................... 64
[UNDER REVIEW] .................................................................................................. 64
19.3 System Impact Study Procedures: ................................................................. 64
19.4 Facilities Study Procedures: .......................................................................... 66
19.5 Facilities Study Modifications: ...................................................................... 68
19.6 Due Diligence in Completing New Facilities:............................................... 68
19.7 Partial Interim Service: .................................................................................. 68
19.8 Expedited Procedures for New Facilities: ..................................................... 69
19.9 Study Metrics ................................................................................................. 70
19.10 Cluster Study ..................................................................................................... 70
20 PROCEDURES IF THE TRANSMISSION PROVIDER IS UNABLE TO COMPLETE NEW
TRANSMISSION FACILITIES FOR FIRM POINT-TO-POINT TRANSMISSION SERVICE ........ 77
20.1 Delays in Construction of New Facilities: ..................................................... 77
20.2 Alternatives to the Original Facility Additions: ............................................ 78
20.3 Refund Obligation for Unfinished Facility Additions: .................................. 78
21 PROVISIONS RELATING TO TRANSMISSION CONSTRUCTION AND SERVICES ON THE
SYSTEMS OF OTHER UTILITIES....................................................................................... 79
21.1 Responsibility for Third-Party System Additions: ........................................ 79
21.2 Coordination of Third-Party System Additions: ........................................... 79
22 CHANGES IN SERVICE SPECIFICATIONS ................................................................. 80
22.1 Modifications On a Non-Firm Basis: ............................................................ 80
22.2 Modification On a Firm Basis: ...................................................................... 82
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23 SALE OR ASSIGNMENT OF TRANSMISSION SERVICE .............................................. 83
23.1 Procedures for Assignment or Transfer of Service: ...................................... 83
[UNDER REVIEW] .................................................................................................. 83
23.2 Limitations on Assignment or Transfer of Service: ...................................... 83
23.3 Information on Assignment or Transfer of Service: ..................................... 84
24 METERING AND POWER FACTOR CORRECTION AT RECEIPT AND DELIVERY
POINTS(S) ....................................................................................................................... 84
24.1 Transmission Customer Obligations: ............................................................ 84
24.2 Transmission Provider Access to Metering Data: ......................................... 84
24.3 Power Factor: ................................................................................................. 84
25 COMPENSATION FOR TRANSMISSION SERVICE ...................................................... 85
26 STRANDED COST RECOVERY ................................................................................. 85
27 COMPENSATION FOR NEW FACILITIES AND REDISPATCH COSTS .......................... 85
III. NETWORK INTEGRATION TRANSMISSION SERVICE ............................. 86
28 NATURE OF NETWORK INTEGRATION TRANSMISSION SERVICE ............................ 87
28.1 Scope of Service: ........................................................................................... 87
28.2 Transmission Provider Responsibilities: ....................................................... 87
28.3 Network Integration Transmission Service: .................................................. 88
28.4 Secondary Service: ........................................................................................ 88
28.5 Real Power Losses: ........................................................................................ 89
28.6 Restrictions on Use of Service: ..................................................................... 89
28.7 Transmission Provider Obligation to Provide Network Integration
Transmission Service that Requires Conditional Curtailment .................................. 90
[UNDER REVIEW] .................................................................................................. 90
29 INITIATING SERVICE ............................................................................................... 90
29.1 Condition Precedent for Receiving Service: ................................................. 90
29.2 Application Procedures: ................................................................................ 91
29.3 Technical Arrangements to be Completed Prior to Commencement of
Service: ...................................................................................................................... 97
29.4 Network Customer Facilities: ........................................................................ 98
29.5 Filing of Service Agreement: ........................................................................ 98
(Intentionally Omitted) .............................................................................................. 98
29.6 Tender and Execution of Service Agreement Where Environmental Review
is Required ................................................................................................................. 98
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30 NETWORK RESOURCES .......................................................................................... 99
30.1 Designation of Network Resources: .............................................................. 99
30.2 Designation of New Network Resources: ..................................................... 99
30.3 Termination of Network Resources: ........................................................... 100
30.4 Operation of Network Resources: ............................................................... 102
30.5 Network Customer Redispatch Obligation:................................................. 103
30.6 Transmission Arrangements for Network Resources Not Physically
Interconnected With The Transmission Provider: ................................................... 104
30.7 Limitation on Designation of Network Resources: ..................................... 104
30.8 Use of Interface Capacity by the Network Customer: ................................ 105
30.9 Network Customer Owned Transmission Facilities: ................................... 105
[UNDER REVIEW] ................................................................................................ 105
31 DESIGNATION OF NETWORK LOAD ...................................................................... 105
31.1 Network Load: ............................................................................................. 105
31.2 New Network Loads Connected With the Transmission Provider: ............ 105
31.3 Network Load Not Physically Interconnected with the Transmission
Provider: .................................................................................................................. 106
31.4 New Interconnection Points: ....................................................................... 106
31.5 Changes in Service Requests: ...................................................................... 107
31.6 Annual Load and Resource Information Updates: ...................................... 107
32 ADDITIONAL STUDY PROCEDURES FOR NETWORK INTEGRATION TRANSMISSION
SERVICE REQUESTS ...................................................................................................... 108
32.1 Notice of Need for System Impact Study: ................................................... 108
32.1.1 Notice of Need for Environmental Review ................................................. 110
32.2 System Impact Study Agreement and Cost Reimbursement: ..................... 110
32.3 System Impact Study Procedures: ............................................................... 111
32.4 Facilities Study Procedures: ........................................................................ 111
32.5 Study Metrics: .............................................................................................. 113
33 LOAD SHEDDING AND CURTAILMENTS ................................................................ 120
33.1 Procedures: .................................................................................................. 120
33.2 Transmission Constraints: ........................................................................... 121
33.3 Cost Responsibility for Relieving Transmission Constraints: .................... 122
33.4 Curtailments of Scheduled Deliveries: ........................................................ 122
33.5 Allocation of Curtailments: ......................................................................... 122
33.6 Load Shedding: ............................................................................................ 123
33.7 System Reliability: ...................................................................................... 123
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34 RATES AND CHARGES .......................................................................................... 124
34.1 Monthly Demand Charge: ........................................................................... 124
34.2 Determination of Network Customer's Monthly Network Load: ................ 125
34.3 Determination of Transmission Provider's Monthly Transmission System
Load: 125
34.4 Redispatch Charge: ...................................................................................... 125
34.5 Stranded Cost Recovery: ............................................................................. 125
35 OPERATING ARRANGEMENTS .............................................................................. 125
35.1 Operation under The Network Operating Agreement: ................................ 125
35.2 Network Operating Agreement: .................................................................. 125
35.3 Network Operating Committee: .................................................................. 127
SCHEDULE 1 ................................................................................................................ 129
SCHEDULE 2 ................................................................................................................ 130
REACTIVE SUPPLY AND VOLTAGE CONTROL FROM GENERATION SOURCES
SERVICE ...................................................................................................................... 130
SCHEDULE 3 ................................................................................................................ 132
REGULATION AND FREQUENCY RESPONSE SERVICE ............................................... 132
SCHEDULE 4 ................................................................................................................ 134
ENERGY IMBALANCE SERVICE .................................................................................. 134
SCHEDULE 5 ................................................................................................................ 135
OPERATING RESERVE - SPINNING RESERVE SERVICE ............................................. 135
SCHEDULE 6 ................................................................................................................ 136
OPERATING RESERVE - SUPPLEMENTAL RESERVE SERVICE .................................. 136
SCHEDULE 7 ................................................................................................................ 137
LONG-TERM FIRM AND SHORT-TERM FIRM POINT-TO-POINT .............................. 137
SCHEDULE 8 ................................................................................................................ 138
NON-FIRM POINT-TO-POINT TRANSMISSION SERVICE ........................................... 138
SCHEDULE 9 ................................................................................................................ 139
GENERATOR IMBALANCE SERVICE ........................................................................... 139
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SCHEDULE 10 .............................................................................................................. 141
ATTACHMENT A ........................................................................................................ 143
FORM OF SERVICE AGREEMENT FOR FIRM POINT-TO-POINT TRANSMISSION
SERVICE ...................................................................................................................... 143
ATTACHMENT B ........................................................................................................ 152
FORM OF SERVICE AGREEMENT FOR NON-FIRM POINT-TO-POINT TRANSMISSION
SERVICE ...................................................................................................................... 152
ATTACHMENT C ........................................................................................................ 153
METHODOLOGY TO ASSESS AVAILABLE TRANSFER CAPABILITY.......................... 153
ATTACHMENT D ........................................................................................................ 158
METHODOLOGY FOR COMPLETING A SYSTEM IMPACT STUDY .............................. 158
ATTACHMENT E ........................................................................................................ 159
INDEX OF POINT-TO-POINT TRANSMISSION SERVICE CUSTOMERS ....................... 159
ATTACHMENT F ......................................................................................................... 160
SERVICE AGREEMENT FOR NETWORK INTEGRATION TRANSMISSION SERVICE... 160
ATTACHMENT G ........................................................................................................ 168
NETWORK OPERATING AGREEMENT ........................................................................ 168
ATTACHMENT H ........................................................................................................ 169
ANNUAL TRANSMISSION REVENUE REQUIREMENT FOR NETWORK INTEGRATION
TRANSMISSION SERVICE ............................................................................................ 169
ATTACHMENT I.......................................................................................................... 170
INDEX OF NETWORK INTEGRATION TRANSMISSION SERVICE CUSTOMERS .......... 170
ATTACHMENT J ......................................................................................................... 171
PROCEDURES FOR ADDRESSING PARALLEL FLOWS ................................................ 171
ATTACHMENT K ........................................................................................................ 172
TRANSMISSION PLANNING PROCESS ......................................................................... 172
ATTACHMENT L ........................................................................................................ 218
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I. COMMON SERVICE PROVISIONS
1 Definitions
1.1 Affiliate:
With respect to a corporation, partnership or other entity, each such other
corporation, partnership or other entity that directly or indirectly, through one
or more intermediaries, controls, is controlled by, or is under common control
with, such corporation, partnership or other entity.
1.2 Ancillary Services:
Those services that are necessary to support the transmission of capacity and
energy from resources to loads while maintaining reliable operation of the
Transmission Provider's Transmission System in accordance with Good
Utility Practice.
1.3 Annual Transmission Costs:
(Intentionally Omitted).
1.4 Application:
A request by an Eligible Customer for transmission service pursuant to the
provisions of the Tariff.
1.4.1 Cluster Study
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A process for studying a group of transmission service requests in the aggregate. A
Cluster Study may be used for a System Impact Study, Facilities Study, environmental review, or
other study or analysis that is necessary to determine system modifications needed to provide
service.
1.5 Commission:
The Federal Energy Regulatory Commission.
1.6 Completed Application:
An Application that satisfies all of the information and other requirements of
the Tariff, including any required deposit.
1.7 Control Area:
An electric power system or combination of electric power systems to which a
common automatic generation control scheme is applied in order to:
1. match, at all times, the power output of the generators within the
electric power system(s) and capacity and energy purchased from
entities outside the electric power system(s), with the load within the
electric power system(s);
2. maintain scheduled interchange with other Control Areas, within the
limits of Good Utility Practice;
3. maintain the frequency of the electric power system(s) within
reasonable limits in accordance with Good Utility Practice; and
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4. provide sufficient generating capacity to maintain operating reserves in
accordance with Good Utility Practice.
1.8 Curtailment:
A reduction in firm or non-firm transmission service in response to a transfer
capability shortage as a result of system reliability conditions.
1.9 Delivering Party:
The entity supplying capacity and energy to be transmitted at Point(s) of
Receipt.
1.10 Designated Agent:
Any entity that performs actions or functions on behalf of the Transmission
Provider, an Eligible Customer, or the Transmission Customer required under
the Tariff.
1.11 Direct Assignment Facilities:
Facilities or portions of facilities that are constructed by the Transmission
Provider for the sole use/benefit of a particular Transmission Customer
requesting service under the Tariff. Direct Assignment Facilities shall be
specified in the Service Agreement that governs service to the Transmission
Customer.
1.12 Eligible Customer:
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(i) Any electric utility (including the Transmission Provider and any power
marketer), Federal power marketing agency, or any person generating
electric energy for sale for resale is an Eligible Customer under the Tariff.
Electric energy sold or produced by such entity may be electric energy
produced in the United States, Canada or Mexico. However, with respect
to transmission service that the Commission is prohibited from ordering
by Section 212(h) of the Federal Power Act, such entity is eligible only if
the service is provided to such entity’s customer that qualifies as an
Eligible Customer pursuant to subsections (ii) or (iii) below.
(ii) Pursuant to a voluntary offer by the Transmission Provider, a retail
customer of a distribution utility taking unbundled transmission service
pursuant to a state retail access program (or taking unbundled
transmission service as offered service by its distribution utility) or any
Federal entity eligible under law to purchase Federal power is an Eligible
Customer under the Tariff.
(iii) A direct service industry to which the Bonneville Power Administration is
authorized to sell power under the Pacific Northwest Electric Power Planning and
Conservation Act shall be an Eligible Customer under the Tariff.
1.13 Facilities Study:
An engineering study conducted by the Transmission Provider to determine
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the required modifications to the Transmission Provider's Transmission
System, including the cost and scheduled completion date for such
modifications, that will be required to provide the requested transmission
service.
1.14 Firm Point-To-Point Transmission Service:
Transmission Service under this Tariff that is reserved and/or scheduled
between specified Points of Receipt and Delivery pursuant to Part II of this
Tariff.
1.15 Good Utility Practice:
Any of the practices, methods and acts engaged in or approved by a significant
portion of the electric utility industry during the relevant time period, or any of
the practices, methods and acts which, in the exercise of reasonable judgment
in light of the facts known at the time the decision was made, could have been
expected to accomplish the desired result at a reasonable cost consistent with
good business practices, reliability, safety and expedition. Good Utility
Practice is not intended to be limited to the optimum practice, method, or act
to the exclusion of all others, but rather to be acceptable practices, methods, or
acts generally accepted in the region, including those practices required by
Federal Power Act section 215(a)(4).
1.16 Interruption:
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A reduction in non-firm transmission service due to economic reasons
pursuant to Section 14.7.
1.17 Load Ratio Share:
(Intentionally Omitted).
1.18 Load Shedding:
The systematic reduction of system demand by temporarily decreasing load in
response to transmission system or area capacity shortages, system instability,
or voltage control considerations under Part III of the Tariff.
1.19 Long-Term Firm Point-To-Point Transmission Service:
Firm Point-To-Point Transmission Service under Part II of the Tariff with a
term of one year or more.
1.20 Native Load Customers:
The wholesale and retail power customers of the Transmission Provider on
whose behalf the Transmission Provider, by statute, franchise, regulatory
requirement, or contract, has undertaken an obligation to construct and operate
the Transmission Provider's system to meet the reliable electric needs of such
customers.
1.21 Network Customer:
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An entity receiving transmission service pursuant to the terms of the
Transmission Provider's Network Integration Transmission Service under Part
III of the Tariff.
1.22 Network Integration Transmission Service:
The transmission service provided under Part III of the Tariff.
1.23 Network Load:
The load that a Network Customer designates for Network Integration
Transmission Service under Part III of the Tariff. The Network Customer's
Network Load shall include all load served by the output of any Network
Resources designated by the Network Customer. A Network Customer may
elect to designate less than its total load as Network Load but may not
designate only part of the load at a discrete Point of Delivery. Where a
Eligible Customer has elected not to designate a particular load at discrete
points of delivery as Network Load, the Eligible Customer is responsible for
making separate arrangements under Part II of the Tariff for any Point-To-
Point Transmission Service that may be necessary for such non-designated
load.
1.24 Network Operating Agreement:
An executed agreement that contains the terms and conditions under which the
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Network Customer shall operate its facilities and the technical and operational
matters associated with the implementation of Network Integration
Transmission Service under Part III of the Tariff.
1.25 Network Operating Committee:
A group made up of representatives from the Network Customer(s) and the
Transmission Provider established to coordinate operating criteria and other
technical considerations required for implementation of Network Integration
Transmission Service under Part III of this Tariff.
1.26 Network Resource:
Any designated generating resource owned, purchased or leased by a Network
Customer under the Network Integration Transmission Service Tariff.
Network Resources do not include any resource, or any portion thereof, that is
committed for sale of one year or more to third parties or otherwise cannot be
called upon to meet the Network Customer’s Network Load on a non-
interruptible basis, except for purposes of fulfilling obligations under a reserve
sharing program.
1.27 Network Upgrades:
Modifications or additions to transmission-related facilities that are integrated
with and support the Transmission Provider's overall Transmission System for
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the general benefit of all users of such Transmission System.
1.28 Non-Firm Point-To-Point Transmission Service:
Point-To-Point Transmission Service under the Tariff that is reserved and
scheduled on an as-available basis and is subject to Curtailment or
Interruption as set forth in Section 14.7 under Part II of this Tariff. Non-Firm
Point-To-Point Transmission Service is available on a stand-alone basis for
periods ranging from one hour to one month.
1.29 Non-Firm Sale:
(Intentionally Omitted)
1.30 Open Access Same-Time Information System (OASIS):
The information system and standards of conduct contained in Part 37 of the
Commission's regulations and all additional requirements implemented by
subsequent Commission orders dealing with OASIS.
1.31 Part I:
Tariff Definitions and Common Service Provisions contained in Sections 2
through 12.
1.32 Part II:
Tariff Sections 13 through 27 pertaining to Point-To-Point Transmission
Service in conjunction with the applicable Common Service Provisions of Part
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I and appropriate Schedules and Attachments.
1.33 Part III:
Tariff Sections 28 through 35 pertaining to Network Integration Transmission
Service in conjunction with the applicable Common Service Provisions of Part
I and appropriate Schedules and Attachments.
1.34 Parties:
The Transmission Provider and the Transmission Customer receiving service
under the Tariff.
1.35 Point(s) of Delivery:
[UNDER REVIEW]
1.36 Point(s) of Receipt:
[UNDER REVIEW]
1.37 Point-To-Point Transmission Service:
The reservation and transmission of capacity and energy on either a firm or
non-firm basis from the Point(s) of Receipt to the Point(s) of Delivery under
Part II of the Tariff.
1.38 Power Purchaser:
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The entity that is purchasing the capacity and energy to be transmitted under
the Tariff.
1.38.1 Precedent Transmission Service Agreement
An agreement under which an Eligible Customer that has submitted a
transmission service request agrees to take and pay for the transmission
service requested if the Transmission Provider satisfies conditions identified
in the agreement.
1.39 Pre-Confirmed Application:
[UNDER REVIEW]
1.40 Receiving Party:
The entity receiving the capacity and energy transmitted by the Transmission
Provider to Point(s) of Delivery.
1.41 Regional Transmission Group (RTG):
A voluntary organization of transmission owners, transmission users and other
entities approved by the Commission to efficiently coordinate transmission
planning (and expansion), operation and use on a regional (and interregional)
basis.
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1.42 Reserved Capacity:
The maximum amount of capacity and energy that the Transmission Provider
agrees to transmit for the Transmission Customer over the Transmission
Provider's Transmission System between the Point(s) of Receipt and the
Point(s) of Delivery under Part II of the Tariff. Reserved Capacity shall be
expressed in terms of whole megawatts on a sixty (60) minute interval
(commencing on the clock hour) basis.
1.43 Service Agreement:
The initial agreement and any amendments or supplements thereto entered
into by the Transmission Customer and the Transmission Provider for service
under the Tariff.
1.44 Service Commencement Date:
The date the Transmission Provider begins to provide service pursuant to the
terms of an executed Service Agreement, or the date the Transmission
Provider begins to provide service in accordance with Section 15.3 or Section
29.1 under the Tariff.
1.45 Short-Term Firm Point-To-Point Transmission Service:
[UNDER REVIEW]
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1.46 System Condition
[UNDER REVIEW]
1.47 System Impact Study:
An assessment by the Transmission Provider of (i) the adequacy of the
Transmission System to accommodate a request for either Firm Point-To-
Point Transmission Service or Network Integration Transmission Service and
(ii) whether any additional costs may be incurred in order to provide
transmission service.
1.48 Third-Party Sale:
Any sale for resale in interstate commerce to a Power Purchaser that is not
designated as part of Network Load under the Network Integration
Transmission Service.
1.49 Transmission Customer:
Any Eligible Customer (or its Designated Agent) that (i) executes a Service
Agreement, or (ii) requests to initiate service in the absence of an executed
service agreement under Part II of the Tariff. This term is used in the Part I
Common Service Provisions to include customers receiving transmission
service under Part II and Part III of this Tariff.
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1.50 Transmission Provider:
The Bonneville Power Administration, which owns, controls, or operates
facilities used for the transmission of electric energy in interstate commerce
and provides transmission service under the Tariff.
1.51 Transmission Provider's Monthly Transmission System Peak:
(Intentionally Omitted)
1.52 Transmission Service:
Point-To-Point Transmission Service provided under Part II of the Tariff on a
firm and non-firm basis.
1.53 Transmission System:
The facilities owned, controlled or operated by the Transmission Provider that
are used to provide transmission service under Part II and Part III of the Tariff.
2 Initial Allocation and Renewal Procedures
2.1 Initial Allocation of Available Transfer Capability:
[UNDER REVIEW]
2.2 Reservation Priority For Existing Firm Service Customers:
[UNDER REVIEW]
3 Ancillary Services
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Ancillary Services are needed with transmission service to maintain reliability
within and among the Control Areas affected by the transmission service. The
Transmission Provider is required to provide (or offer to arrange with the local
Control Area operator as discussed below), and the Transmission Customer is
required to purchase, the following Ancillary Services (i) Scheduling, System
Control and Dispatch, and (ii) Reactive Supply and Voltage Control from
Generation or Other Sources.
The Transmission Provider is required to offer to provide (or offer to arrange with
the local Control Area operator as discussed below) the following Ancillary
Services only to the Transmission Customer serving load within the Transmission
Provider's Control Area (i) Regulation and Frequency Response, (ii) Energy
Imbalance, (iii) Operating Reserve - Spinning, and (iv) Operating Reserve -
Supplemental. The Transmission Customer serving load within the Transmission
Provider's Control Area is required to acquire these Ancillary Services, whether
from the Transmission Provider, from a third party, or by self-supply.
The Transmission Provider is required to provide (or offer to arrange with the
local Control Area Operator as discussed below), to the extent it is physically
feasible to do so from its resources or from resources available to it, Generator
Imbalance Service when Transmission Service is used to deliver energy from a
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generator located within its Control Area. The Transmission Customer using
Transmission Service to deliver energy from a generator located within the
Transmission Provider’s Control Area is required to acquire Generator Imbalance
Service, whether from the Transmission Provider, from a third party, or by self-
supply.
The Transmission Customer may not decline the Transmission Provider's offer of
Ancillary Services unless it demonstrates that it has acquired the Ancillary
Services from another source. The Transmission Customer must list in its
Application which Ancillary Services it will purchase from the Transmission
Provider. A Transmission Customer that exceeds its firm reserved capacity at any
Point of Receipt or Point of Delivery or an Eligible Customer that uses
Transmission Service at a Point of Receipt or Point of Delivery that it has not
reserved is required to pay for all of the Ancillary Services identified in this
section that were provided by the Transmission Provider associated with the
unreserved service. The Transmission Customer or Eligible Customer will pay for
Ancillary Services based on the amount of transmission service it used but did not
reserve.
If the Transmission Provider is a public utility providing transmission
service but is not a Control Area operator, it may be unable to provide some or all
of the Ancillary Services. In this case, the Transmission Provider can fulfill its
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obligation to provide Ancillary Services by acting as the Transmission Customer's
agent to secure these Ancillary Services from the Control Area operator. The
Transmission Customer may elect to (i) have the Transmission Provider act as its
agent, (ii) secure the Ancillary Services directly from the Control Area operator, or
(iii) secure the Ancillary Services (discussed in Schedules 3, 4, 5, 6, 9 and 10)
from a third party or by self-supply when technically feasible.
The Transmission Provider shall specify the rate treatment and all related terms
and conditions in the event of an unauthorized use of Ancillary Services by the
Transmission Customer.
The specific Ancillary Services, prices and/or compensation methods are
described on the Schedules that are attached to and made a part of the Tariff.
Three principal requirements apply to discounts for Ancillary Services provided
by the Transmission Provider in conjunction with its provision of transmission
service as follows: (1) any offer of a discount made by the Transmission Provider
must be announced to all Eligible Customers solely by posting on the OASIS, (2)
any customer-initiated requests for discounts (including requests for use by one's
wholesale merchant or an Affiliate's use) must occur solely by posting on the
OASIS, and (3) once a discount is negotiated, details must be immediately posted
on the OASIS. A discount agreed upon for an Ancillary Service must be offered
for the same period to all Eligible Customers on the Transmission Provider's
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system. Sections 3.1 through 3.8 below list the Ancillary Services.
3.1 Scheduling, System Control and Dispatch Service:
The rates and/or methodology are described in Schedule 1.
3.2 Reactive Supply and Voltage Control from Generation or Other
Sources Service:
The rates and/or methodology are described in Schedule 2.
3.3 Regulation and Frequency Response Service:
Where applicable the rates and/or methodology are described in Schedule 3.
3.4 Energy Imbalance Service:
Where applicable the rates and/or methodology are described in Schedule 4.
3.5 Operating Reserve - Spinning Reserve Service:
Where applicable the rates and/or methodology are described in Schedule 5.
3.6 Operating Reserve - Supplemental Reserve Service:
Where applicable the rates and/or methodology are described in Schedule 6.
3.7 Generator Imbalance Service:
Where applicable the rates and/or methodology are described in Schedule 9.
3.8 Capacity for Generator Imbalance Service:
Where applicable the rates and/or methodology are described in Schedule 10.
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4 Open Access Same-Time Information System (OASIS)
Terms and conditions regarding Open Access Same-Time Information
System and standards of conduct are set forth in 18 CFR § 37 of the Commission's
regulations (Open Access Same-Time Information System and Standards of
Conduct for Public Utilities) and 18 C.F.R. § 38 of the Commission’s regulations
(Business Practice Standards and Communication Protocols for Public Utilities).
In the event available transfer capability as posted on the OASIS is insufficient to
accommodate a request for firm transmission service, additional studies may be
required as provided by this Tariff pursuant to Sections 19 and 32.
The Transmission Provider shall post on OASIS and its public website an
electronic link to all rules, standards and practices that (i) relate to the terms and
conditions of transmission service, (ii) are not subject to a North American Energy
Standards Board (NAESB) copyright restriction, and (iii) are not otherwise
included in this Tariff. The Transmission Provider shall post on OASIS and on its
public website an electronic link to the NAESB website where any rules, standards
and practices that are protected by copyright may be obtained. The Transmission
Provider shall also post on OASIS and its public website an electronic link to a
statement of the process by which the Transmission Provider shall add, delete or
otherwise modify the rules, standards and practices that are not included in this
tariff. Such process shall set forth the means by which the Transmission Provider
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shall provide reasonable advance notice to Transmission Customers and Eligible
Customers of any such additions, deletions or modifications, the associated
effective date, and any additional implementation procedures that the
Transmission Provider deems appropriate.
5 Local Furnishing Bonds (Intentionally Omitted)
5.1 Transmission Providers That Own Facilities Financed by Local
Furnishing Bonds:
(Intentionally Omitted.)
5.2 Alternative Procedures for Requesting Transmission Service:
(Intentionally Omitted.)
6 Reciprocity
A Transmission Customer receiving transmission service under this Tariff
agrees to provide comparable transmission service that it is capable of providing to
the Transmission Provider on similar terms and conditions over facilities used for
the transmission of electric energy owned, controlled or operated by the
Transmission Customer and over facilities used for the transmission of electric
energy owned, controlled or operated by the Transmission Customer's corporate
Affiliates. A Transmission Customer that is a member of, or takes transmission
service from, a power pool, Regional Transmission Group, Regional Transmission
Organization (RTO), Independent System Operator (ISO) or other transmission
organization approved by the Commission for the operation of transmission
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facilities also agrees to provide comparable transmission service to the
transmission-owning members of such power pool and Regional Transmission
Group, RTO, ISO or other transmission organization on similar terms and
conditions over facilities used for the transmission of electric energy owned,
controlled or operated by the Transmission Customer and over facilities used for
the transmission of electric energy owned, controlled or operated by the
Transmission Customer's corporate Affiliates.
This reciprocity requirement applies not only to the Transmission Customer
that obtains transmission service under the Tariff, but also to all parties to a
transaction that involves the use of transmission service under the Tariff, including
the power seller, buyer and any intermediary, such as a power marketer. This
reciprocity requirement also applies to any Eligible Customer that owns, controls
or operates transmission facilities that uses an intermediary, such as a power
marketer, to request transmission service under the Tariff. If the Transmission
Customer does not own, control or operate transmission facilities, it must include
in its Application a sworn statement of one of its duly authorized officers or other
representatives that the purpose of its Application is not to assist an Eligible
Customer to avoid the requirements of this provision.
7 Billing and Payment
7.1 Billing Procedure:
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Within a reasonable time after the first day of each month, the Transmission
Provider shall submit an invoice to the Transmission Customer for the charges
for all services furnished under the Tariff during the preceding month. The
invoice shall be paid by the Transmission Customer within twenty (20) days
of receipt. All payments shall be made in immediately available funds
payable to the Transmission Provider, or by wire transfer to a bank named by
the Transmission Provider.
7.2 Interest on Unpaid Balances:
Interest on any unpaid amounts (including amounts placed in escrow) shall be
calculated in accordance with the methodology specified for interest on
Interest on delinquent amounts shall be calculated from the due date of the bill
to the date of payment. When payments are made by mail, bills shall be
considered as having been paid on the date of receipt by the Transmission
Provider.
7.3 Customer Default:
In the event the Transmission Customer fails, for any reason other than a
billing dispute as described below, to make payment to the Transmission
Provider on or before the due date as described above, and such failure of
payment is not corrected within thirty (30) calendar days after the
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Transmission Provider notifies the Transmission Customer to cure such
failure, a default by the Transmission Customer shall be deemed to exist.
Upon the occurrence of a default, the Transmission Provider may notify the
Transmission Customer that it plans to terminate services in sixty (60) days.
The Transmission Customer may use the dispute resolution procedures to
contest such termination. In the event of a billing dispute between the
Transmission Provider and the Transmission Customer, the Transmission
Provider will continue to provide service under the Service Agreement as long
as the Transmission Customer (i) continues to make all payments not in
dispute, and (ii) pays into an independent escrow account the portion of the
invoice in dispute, pending resolution of such dispute. If the Transmission
Customer fails to meet these two requirements for continuation of service,
then the Transmission Provider may provide notice to the Transmission
Customer of its intention to suspend service in sixty (60) days.
8 Accounting for the Transmission Provider's Use of the Tariff
The Transmission Provider shall record the following amounts, as outlined
below.
8.1 Transmission Revenues:
Include in a separate operating revenue account or subaccount the revenues it
receives from Transmission Service when making Third-Party Sales under
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Part II of the Tariff.
8.2 Study Costs and Revenues:
Include in a separate transmission operating expense account or subaccount,
costs properly chargeable to expense that are incurred to perform any System
Impact Studies or Facilities Studies which the Transmission Provider conducts
to determine if it must construct new transmission facilities or upgrades
necessary for its own uses, including making Third-Party Sales under the
Tariff; and include in a separate operating revenue account or subaccount the
revenues received for System Impact Studies or Facilities Studies performed
when such amounts are separately stated and identified in the Transmission
Customer's billing under the Tariff.
9 Regulatory Filings [UNDER REVIEW]
Nothing contained in the Tariff or any Service Agreement shall be construed
as affecting in any way the right of the Transmission Provider to unilaterally
make changes in terms and conditions, classification of service, or Service
Agreement after the Transmission Provider conducts a hearing under Section
212(i)(2)(A) of the Federal Power Act. The Transmission Provider may,
subject to the provisions of the applicable Service Agreement under this
Tariff, change the rates that apply to transmission service pursuant to
applicable law.
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Nothing contained in the Tariff or any Service Agreement shall be construed
as affecting in any way the ability of any Party receiving service under the
Tariff to exercise its rights under the Federal Power Act and pursuant to the
Commission’s rules and regulations promulgated thereunder.
10 Force Majeure and Indemnification
10.1 Force Majeure:
An event of Force Majeure means any act of God, labor disturbance, act of the
public enemy, war, insurrection, riot, fire, storm or flood, explosion, breakage
or accident to machinery or equipment, any Curtailment, order, regulation or
restriction imposed by governmental military or lawfully established civilian
authorities, or any other cause beyond a Party’s control. A Force Majeure
event does not include an act of negligence or intentional wrongdoing.
Neither the Transmission Provider nor the Transmission Customer will be
considered in default as to any obligation under this Tariff if prevented from
fulfilling the obligation due to an event of Force Majeure. However, a Party
whose performance under this Tariff is hindered by an event of Force Majeure
shall make all reasonable efforts to perform its obligations under this Tariff.
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10.2 Indemnification:
(a) The Transmission Customer shall at all times indemnify, defend,
and save the Transmission Provider harmless from, any and all
damages, losses, claims, including claims and actions relating to
injury to or death of any person or damage to property, demands,
suits, recoveries, costs and expenses, court costs, attorney fees, and
all other obligations by or to third parties, arising out of or
resulting from the Transmission Provider’s performance of its
obligations under this Tariff on behalf of the Transmission
Customer, except in cases of negligence or intentional wrongdoing
by the Transmission Provider.
(b) If the Transmission Provider and the Transmission Customer are
Parties to the Agreement Limiting Liability Among Western
Interconnected Systems, such agreement shall continue in full
force and effect as between the Parties.
11 Creditworthiness
For the purposes of determining the ability of the Transmission Customer to meet
its obligations related to service hereunder, the Transmission Provider will require
the Transmission Customer to complete credit review procedures. The
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Transmission Provider’s credit review procedures are posted on its OASIS.
12 Dispute Resolution Procedures
12.1 Internal Dispute Resolution Procedures:
Any dispute between a Transmission Customer and the Transmission Provider
involving transmission service under the Tariff (excluding rate changes) shall
be referred to a designated senior representative of the Transmission Provider
and a senior representative of the Transmission Customer for resolution on an
informal basis as promptly as practicable. In the event the designated
representatives are unable to resolve the dispute within thirty (30) days [or
such other period as the Parties may agree upon] by mutual agreement, such
dispute may be submitted to arbitration and resolved in accordance with the
arbitration procedures set forth below.
12.2 External Arbitration Procedures:
Any arbitration initiated under the Tariff shall be conducted before a single
neutral arbitrator appointed by the Parties. If the Parties fail to agree upon a
single arbitrator within ten (10) days of the referral of the dispute to
arbitration, each Party shall choose one arbitrator who shall sit on a three-
member arbitration panel. The two arbitrators so chosen shall within twenty
(20) days select a third arbitrator to chair the arbitration panel. In either case,
the arbitrators shall be knowledgeable in electric utility matters, including
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electric transmission and bulk power issues, and shall not have any current or
past substantial business or financial relationships with any party to the
arbitration (except prior arbitration). The arbitrator(s) shall provide each of
the Parties an opportunity to be heard and, except as otherwise provided
herein, shall generally conduct the arbitration in accordance with the
Commercial Arbitration Rules of the American Arbitration Association and
any applicable Commission regulations or Regional Transmission Group
rules.
12.3 Arbitration Decisions:
Unless otherwise agreed, the arbitrator(s) shall render a decision within ninety
(90) days of appointment and shall notify the Parties in writing of such
decision and the reasons therefor. The arbitrator(s) shall be authorized only to
interpret and apply the provisions of the Tariff and any Service Agreement
entered into under the Tariff and shall have no power to modify or change any
of the above in any manner. The decision of the arbitrator(s) shall be final and
binding upon the Parties, and judgment on the award may be entered in any
court having jurisdiction. The decision of the arbitrator(s) may be appealed
solely on the grounds that the conduct of the arbitrator(s), or the decision
itself, violated the standards set forth in the Federal Arbitration Act and/or the
Administrative Dispute Resolution Act. The final decision of the arbitrator
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must also be filed with the Commission if it affects jurisdictional rates, terms
and conditions of service or facilities.
12.4 Costs:
Each Party shall be responsible for its own costs incurred during the
arbitration process and for the following costs, if applicable:
1. the cost of the arbitrator chosen by the Party to sit on the three member
panel and one half of the cost of the third arbitrator chosen; or
2. one half the cost of the single arbitrator jointly chosen by the Parties.
12.5 Rights Under The Federal Power Act:
Nothing in this section shall restrict the rights of any party to file a Complaint
with the Commission under relevant provisions of the Federal Power Act.
II. POINT-TO-POINT TRANSMISSION SERVICE
Preamble
The Transmission Provider will provide Firm and Non-Firm Point-To-Point
Transmission Service pursuant to the applicable terms and conditions of this Tariff.
Point-To-Point Transmission Service is for the receipt of capacity and energy at
designated Point(s) of Receipt and the transfer of such capacity and energy to designated
Point(s) of Delivery. . If and to the extent that the Transmission Provider has established
separate rates for Transmission Service over one or more segments, separate rates shall
be charged for Transmission Service over such separate segments.
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13 Nature of Firm Point-To-Point Transmission Service
13.1 Term:
[UNDER REVIEW]
13.2 Reservation Priority:
Long-Term Firm Point-To-Point Transmission Service shall be available on a
first-come, first-served basis i.e., in the chronological sequence in which each
Transmission Customer has requested service.
(ii) Reservations for Short-Term Firm Point-To-Point Transmission
Service will be conditional based upon the length of the requested transaction
or reservation. However, Pre-Confirmed Applications for Short-Term Point-
to-Point Transmission Service will receive priority over earlier-submitted
requests that are not Pre-Confirmed and that have equal or shorter duration.
Among requests or reservations with the same duration and, as relevant, pre-
confirmation status (pre-confirmed, confirmed, or not confirmed), priority will
be given to an Eligible Customer’s request or reservation that offers the
highest price, followed by the date and time of the request or reservation.
(iii) If the Transmission Provider’s business practices establish an
earliest time when requests for Short-Term Firm Point-to-Point Transmission
Service may be submitted, any requests for such service submitted within five
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minutes after that time shall be deemed to have been submitted
simultaneously. Among such requests with the same priority based on
duration, pre-confirmation status and price, priority will be based on a random
lottery. The Transmission Provider shall post on its OASIS the allocation
methodology and associated business practices.
(iv) [UNDER REVIEW]
(v) Firm Point-To-Point Transmission Service will always have a
reservation priority over Non-Firm Point-To-Point Transmission Service
under the Tariff. All Long-Term Firm Point-To-Point Transmission Service
will have equal reservation priority with Native Load Customers and Network
Customers. Reservation priorities for existing firm service customers are
provided in Section 2.2.
13.3 Use of Firm Transmission Service by the Transmission Provider:
The Transmission Provider will be subject to the rates, terms and conditions of
Part II of the Tariff when making Third-Party Sales under agreements
executed on or after [insert effective date of this Tariff]. The Transmission
Provider will maintain separate accounting, pursuant to Section 8, for any use
of the Point-To-Point Transmission Service to make Third-Party Sales.
13.4 Service Agreements:
The Transmission Provider shall offer a standard form Point-To-Point
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Transmission Service Agreement (Attachment A) to an Eligible Customer
when it submits a Completed Application for Long-Term Firm Point-To-Point
Transmission Service. The Transmission Provider shall offer a standard form
Point-To-Point Transmission Service Agreement (Attachment A) to an
Eligible Customer when it first submits a Completed Application for Short-
Term Firm Point-To-Point Transmission Service pursuant to the Tariff. An
Eligible Customer that uses the Transmission Service at a Point of Receipt or
Point of Delivery that it has not reserved and that has not executed a Service
Agreement will be deemed, for purposes of assessing any appropriate charges
and penalties, to have executed the appropriate Service Agreement. The
Service Agreement shall, when applicable, specify any conditional curtailment
options selected by the Transmission Customer. Where the Service Agreement
contains conditional curtailment options and is subject to a biennial
reassessment as described in Section 15.4, the Transmission Provider shall
provide the Transmission Customer notice of any changes to the curtailment
conditions no less than 90 days prior to the date for imposition of new
curtailment conditions. Concurrent with such notice, the Transmission
Provider shall provide the Transmission Customer with the reassessment study
and a narrative description of the study, including the reasons for changes to
the number of hours per year or System Conditions under which conditional
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curtailment may occur.
13.5 Transmission Customer Obligations for Facility Additions or
Redispatch Costs:
In cases where the Transmission Provider determines that the Transmission
System is not capable of providing Firm Point-To-Point Transmission Service
without (1) degrading or impairing the reliability of service to Native Load
Customers, Network Customers and other Transmission Customers taking
Firm Point-To-Point Transmission Service, or (2) interfering with the
Transmission Provider's ability to meet prior firm contractual commitments to
others, the Transmission Provider will be obligated to expand or upgrade its
Transmission System pursuant to the terms of Section 15.4. The Transmission
Customer must agree to compensate the Transmission Provider for any
necessary transmission facility additions pursuant to the terms of Section 27.
To the extent the Transmission Provider can relieve any system constraint by
redispatching the Transmission Provider's resources, it shall do so, provided
that the Eligible Customer agrees to compensate the Transmission Provider
pursuant to the terms of Section 27 and agrees to either (i) compensate the
Transmission Provider for any necessary transmission facility additions or (ii)
accept the service subject to a biennial reassessment by the Transmission
Provider of redispatch requirements as described in Section 15.4. Any
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redispatch, Network Upgrade or Direct Assignment Facilities costs to be
charged to the Transmission Customer on an incremental basis under the
Tariff will be specified in the Service Agreement prior to initiating service.
13.6 Curtailment of Firm Transmission Service:
[UNDER REVIEW]
13.7 Classification of Firm Transmission Service:
(a) The Transmission Customer taking Firm Point-To-Point
Transmission Service may (1) change its Receipt and Delivery
Points to obtain service on a non-firm basis consistent with the
terms of Section 22.1 or (2) request a modification of the Points
of Receipt or Delivery on a firm basis pursuant to the terms of
Section 22.2.
(b) The Transmission Customer may purchase transmission service to
make sales of capacity and energy from multiple generating units
that are on the Transmission Provider's Transmission System. For
such a purchase of transmission service, the resources will be
designated as multiple Points of Receipt, unless the multiple
generating units are at the same generating plant in which case the
units would be treated as a single Point of Receipt.
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(c) The Transmission Provider shall provide firm deliveries of
capacity and energy from the Point(s) of Receipt to the Point(s) of
Delivery. Each Point of Receipt at which firm transmission
capacity is reserved by the Transmission Customer shall be set
forth in the Firm Point-To-Point Service Agreement for Long-
Term Firm Transmission Service along with a corresponding
capacity reservation associated with each Point of Receipt. Points
of Receipt and corresponding capacity reservations shall be as
mutually agreed upon by the Parties for Short-Term Firm
Transmission. Each Point of Delivery at which firm transfer
capability is reserved by the Transmission Customer shall be set
forth in the Firm Point-To-Point Service Agreement for Long-
Term Firm Transmission Service along with a corresponding
capacity reservation associated with each Point of Delivery.
Points of Delivery and corresponding capacity reservations shall
be as mutually agreed upon by the Parties for Short-Term Firm
Transmission. The greater of either (1) the sum of the capacity
reservations at the Point(s) of Receipt, or (2) the sum of the
capacity reservations at the Point(s) of Delivery shall be the
Transmission Customer's Reserved Capacity. The Transmission
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Customer will be billed for its Reserved Capacity under the terms
of Schedule 7. The Transmission Customer may not exceed its
firm capacity reserved at each Point of Receipt and each Point of
Delivery except as otherwise specified in Section 22. The
Transmission Provider shall specify the rate treatment and all
related terms and conditions applicable in the event that a
Transmission Customer (including Third-Party Sales by the
Transmission Provider) exceeds its firm reserved capacity at any
Point of Receipt or Point of Delivery or uses Transmission
Service at a Point of Receipt or Point of Delivery that it has not
reserved.
13.8 Scheduling of Firm Point-To-Point Transmission Service:
[UNDER REVIEW]
14 Nature of Non-Firm Point-To-Point Transmission Service
14.1 Term:
Non-Firm Point-To-Point Transmission Service will be available for periods
ranging from one (1) hour to one (1) month. However, a Purchaser of Non-
Firm Point-To-Point Transmission Service will be entitled to reserve a
sequential term of service (such as a sequential monthly term without having
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to wait for the initial term to expire before requesting another monthly term)
so that the total time period for which the reservation applies is greater than
one month, subject to the requirements of Section 18.3.
14.2 Reservation Priority:
Non-Firm Point-To-Point Transmission Service shall be available from
transfer capability in excess of that needed for reliable service to Native Load
Customers, Network Customers and other Transmission Customers taking
Long-Term and Short-Term Firm Point-To-Point Transmission Service. A
higher priority will be assigned first to requests or reservations with a longer
duration of service and second to Pre-Confirmed Applications. In the event
the Transmission System is constrained, competing requests of the same Pre-
Confirmation status and equal duration will be prioritized based on the highest
price offered by the Eligible Customer for the Transmission Service. Eligible
Customers that have already reserved shorter term service have the right of
first refusal to match any longer term request before being preempted. A
longer term competing request for Non-Firm Point-To-Point Transmission
Service will be granted if the Eligible Customer with the right of first refusal
does not agree to match the competing request: (a) immediately for hourly
Non-Firm Point-To-Point Transmission Service after notification by the
Transmission Provider; and, (b) within 24 hours (or earlier if necessary to
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comply with the scheduling deadlines provided in section 14.6) for Non-Firm
Point-To-Point Transmission Service other than hourly transactions after
notification by the Transmission Provider. Transmission service for Network
Customers from resources other than designated Network Resources will have
a higher priority than any Non-Firm Point-To-Point Transmission Service.
Non-Firm Point-To-Point Transmission Service over secondary Point(s) of
Receipt and Point(s) of Delivery will have the lowest reservation priority
under the Tariff.
14.3 Use of Non-Firm Point-To-Point Transmission Service by the
Transmission Provider:
The Transmission Provider will be subject to the rates, terms and conditions of
Part II of the Tariff when making Third-Party Sales under agreements
executed on or after [insert effective date of this Tariff]. The Transmission
Provider will maintain separate accounting, pursuant to Section 8, for any use
of Non-Firm Point-To-Point Transmission Service to make Third-Party Sales.
14.4 Service Agreements:
The Transmission Provider shall offer a standard form Non-Firm Point-To-
Point Transmission Service Agreement (Attachment A) to an Eligible
Customer when it first submits a Completed Application for Non-Firm Point-
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To-Point Transmission Service pursuant to the Tariff.
14.5 Classification of Non-Firm Point-To-Point Transmission Service:
Non-Firm Point-To-Point Transmission Service shall be offered under terms
and conditions contained in Part II of the Tariff. The Transmission Provider
undertakes no obligation under the Tariff to plan its Transmission System in
order to have sufficient capacity for Non-Firm Point-To-Point Transmission
Service. Parties requesting Non-Firm Point-To-Point Transmission Service
for the transmission of firm power do so with the full realization that such
service is subject to availability and to Curtailment or Interruption under the
terms of the Tariff. The Transmission Provider shall specify the rate treatment
and all related terms and conditions applicable in the event that a
Transmission Customer (including Third-Party Sales by the Transmission
Provider) exceeds its non-firm capacity reservation. Non-Firm Point-To-Point
Transmission Service shall include transmission of energy on an hourly basis
and transmission of scheduled short-term capacity and energy on a daily,
weekly or monthly basis, but not to exceed one month's reservation for any
one Application, under Schedule 8.
14.6 Scheduling of Non-Firm Point-To-Point Transmission Service:
[UNDER REVIEW]
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14.7 Curtailment or Interruption of Service:
[UNDER REVIEW]
15 Service Availability
15.1 General Conditions:
The Transmission Provider will provide Firm and Non-Firm Point-To-Point
Transmission Service over, on or across its Transmission System to any
Transmission Customer that has met the requirements of Section 16.
15.2 Determination of Available Transfer Capability:
A description of the Transmission Provider's specific methodology for
assessing available transfer capability posted on the Transmission Provider's
OASIS (Section 4) is contained in Attachment C of the Tariff. In the event
sufficient transfer capability may not exist to accommodate a service request,
the Transmission Provider will respond by performing a System Impact Study.
15.3 Initiating Service in the Absence of an Executed Service
Agreement:
If the Transmission Provider and the Transmission Customer requesting Firm
or Non-Firm Point-To-Point Transmission Service cannot agree on all the
terms and conditions of the Point-To-Point Service Agreement, the
Transmission Provider shall commence providing Transmission Service
subject to the Transmission Customer agreeing to (i) compensate the
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Transmission Provider at the existing rate placed in effect pursuant to
applicable Federal law and regulations, and (ii) comply with the terms and
conditions of the Tariff including paying the appropriate security deposit and
processing fees in accordance with the terms of Section 17.3. If the
Transmission Customer cannot accept all of the terms and conditions of the
offered Service Agreement, the Transmission Customer may request
resolution of the unacceptable terms and conditions under Section 12, Dispute
Resolution Procedures, of the Tariff. Any changes resulting from the Dispute
Resolution Procedures will be effective upon the date of initial service.
15.4 Obligation to Provide Transmission Service that Requires
Expansion or Modification of the Transmission System, Redispatch
or Conditional Curtailment:
[UNDER REVIEW]
15.5 Deferral of Service:
The Transmission Provider may defer providing service until it completes
construction of new transmission facilities or upgrades needed to provide Firm
Point-To-Point Transmission Service whenever the Transmission Provider
determines that providing the requested service would, without such new
facilities or upgrades, impair or degrade reliability to any existing firm
services.
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15.6 Other Transmission Service Schedules:
Eligible Customers receiving transmission service under other agreements
may continue to receive transmission service under those agreements.
15.7 Real Power Losses:
Real Power Losses are associated with all transmission service. The
Transmission Provider is not obligated to provide Real Power Losses. The
Transmission Customer is responsible for replacing losses associated with all
transmission service as calculated by the Transmission Provider under the
Real Power Loss Return business practice.
16 Transmission Customer Responsibilities
16.1 Conditions Required of Transmission Customers:
Point-To-Point Transmission Service shall be provided by the Transmission
Provider only if the following conditions are satisfied by the Transmission
Customer:
a. The Transmission Customer has pending a Completed Application for
service;
b. The Transmission Customer meets the creditworthiness criteria set forth on
the Transmission Provider’s OASIS;
c. The Transmission Customer will have arrangements in place for any other
transmission service necessary to effect the delivery from the generating
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source to the Transmission Provider prior to the time service under Part II of
the Tariff commences;
d. The Transmission Customer agrees to pay for any facilities constructed and
chargeable to such Transmission Customer under Part II of the Tariff, whether
or not the Transmission Customer takes service for the full term of its
reservation;
e. The Transmission Customer provides the information required by the
Transmission Provider’s planning process established in Attachment K; and
f. The Transmission Customer has executed a Point-To-Point Service
Agreement or has agreed to receive service pursuant to Section 15.3.
16.2 Transmission Customer Responsibility for Third-Party
Arrangements:
Any scheduling arrangements that may be required by other electric systems
shall be the responsibility of the Transmission Customer requesting service.
The Transmission Customer shall provide, unless waived by the Transmission
Provider, notification to the Transmission Provider identifying such systems
and authorizing them to schedule the capacity and energy to be transmitted by
the Transmission Provider pursuant to Part II of the Tariff on behalf of the
Receiving Party at the Point of Delivery or the Delivering Party at the Point of
Receipt. However, the Transmission Provider will undertake reasonable
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efforts to assist the Transmission Customer in making such arrangements,
including without limitation, providing any information or data required by
such other electric system pursuant to Good Utility Practice.
17 Procedures for Arranging Firm Point-To-Point Transmission Service
17.1 Application:
A request for Firm Point-To-Point Transmission Service for periods of one
year or longer must be submitted over the Transmission Provider’s OASIS at
least sixty (60) days in advance of the calendar month in which service is to
commence. The Transmission Provider will consider requests for such firm
service on shorter notice when feasible. Requests for firm service for periods
of less than one year shall be subject to expedited procedures that shall be
negotiated between the Parties within the time constraints provided in Section
17.5. All Firm Point-To-Point Transmission Service requests should be
submitted by entering the information listed below on the Transmission
Provider’s OASIS. Until OASIS can accept all such information, any required
information that OASIS cannot accept may be submitted by transmitting the
required information to the Transmission Provider by telefax or by United
States mail or other recognized delivery service. In appropriate cases, the
Transmission Provider will accept all information by such means. In such
cases, the Transmission Provider will post the request on OASIS.
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17.2 Completed Application:
A Completed Application shall provide all of the information included in 18
CFR § 2.20 including but not limited to the following:
(i) The identity, address, telephone number and facsimile number of the entity
requesting service;
(ii) A statement that the entity requesting service is, or will be upon
commencement of service, an Eligible Customer under the Tariff;
(iii) The location of the Point(s) of Receipt and Point(s) of Delivery and
the identities of the Delivering Parties and the Receiving Parties;
(iv) The location of the generating facility(ies) supplying the capacity
and energy and the location of the load ultimately served by the capacity and
energy transmitted. The Transmission Provider will treat this information as
confidential except to the extent that disclosure of this information is required
by this Tariff, by regulatory or judicial order, for reliability purposes pursuant
to Good Utility Practice or pursuant to RTG transmission information sharing
agreements. The Transmission Provider shall treat this information consistent
with the standards of conduct contained in Part 37 of the Commission’s
regulations;
(v) A description of the supply characteristics of the capacity and energy
to be delivered;
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(vi) An estimate of the capacity and energy expected to be delivered to
the Receiving Party;
(vii) The Service Commencement Date and the term of the requested
Transmission Service;
(viii) The transmission capacity requested for each Point of Receipt and each
Point of Delivery on the Transmission Provider’s Transmission System;
customers may combine their requests for service in order to satisfy the
minimum transmission capacity requirement;
(ix) A statement indicating that, if the Eligible Customer submits a Pre-
Confirmed Application, the Eligible Customer will execute a Service
Agreement upon receipt of notification that the Transmission Provider can
provide the requested Transmission Service;
(x) Any additional information required by the Transmission Provider’s
planning process established in Attachment K; and
(xi) A statement of which Ancillary Services the Eligible Customer will
purchase from the Transmission Provider.
The Transmission Provider shall treat this information consistent with the
standards of conduct contained in Part 37 of the Commission’s regulations.
17.3 Deposit:
A Completed Application for Long-Term Firm Point-To-Point Transmission
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Service also shall include (i) a deposit of one month’s charge for Reserved
Capacity; and (ii) a non-refundable processing fee. Deposits shall be made
either to the Transmission Provider (which deposit shall not earn interest) or
into an escrow fund set up by the Transmission Customer. If the Application
is rejected by the Transmission Provider because it does not meet the
conditions for service as set forth herein, or in the case of requests for service
arising in connection with losing bidders in a Request For Proposals (RFP),
the Transmission Provider shall authorize the release of the escrow funds, or if
the deposit is made with the Transmission Provider, shall return the deposit
without interest. The Transmission Provider shall authorize the release of the
escrow funds or, shall return the deposit, without interest if the Transmission
Provider is unable to complete new facilities needed to provide the service. If
an Application is withdrawn or the Eligible Customer decides not to enter into
a Service Agreement for Firm Point-To-Point Transmission Service, the
Transmission Provider shall authorize the release of the escrow funds or shall
refund the deposit in full, without interest.
Deposits associated with construction of new facilities are subject to the
provisions of Section 19. If a Service Agreement for Firm Point-To-Point
Transmission Service is executed, the deposit, without interest, will be
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returned or the release of the escrow funds authorized to the Transmission
Customer within 30 calendar days of the date on which the executed Service
Agreement is received by the Transmission Provider.
17.4 Notice of Deficient Application:
If an Application fails to meet the requirements of the Tariff, the Transmission
Provider shall notify the entity requesting service within fifteen (15) days of
receipt of the reasons for such failure. The Transmission Provider will
attempt to remedy minor deficiencies in the Application through informal
communications with the Eligible Customer. If such efforts are unsuccessful,
the Transmission Provider shall return the Application, along with any
deposit, without interest or authorize the release of any escrow funds. Upon
receipt of a new or revised Application that fully complies with the
requirements of Part II of the Tariff, the Eligible Customer shall be assigned a
new priority consistent with the date of the new or revised Application.
17.5 Response to a Completed Application:
Following receipt of a Completed Application for Firm Point-To-Point
Transmission Service, the Transmission Provider shall make a determination
of available transfer capability as required in Section 15.2. The Transmission
Provider shall notify the Eligible Customer as soon as practicable, but not later
than thirty (30) days after the date of receipt of a Completed Application that
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(i) it will be able to provide service without performing a System Impact
Study, (ii) such a study is needed to evaluate the impact of the Application
pursuant to Section 19.1, or (iii) such a study is needed to evaluate the impact
of the Application and that the Transmission Provider will perform a Cluster
Study pursuant to Section 19.10 to evaluate such impact. Responses by the
Transmission Provider must be made as soon as practicable to all completed
applications (including applications by its own merchant function) and the
timing of such responses must be made on a non-discriminatory basis.
If the Transmission Provider notifies the Eligible Customer that a System
Impact Study is needed to evaluate the impact of the Application and that the
Transmission Provider will perform a Cluster Study pursuant to Section 19.10
to evaluate such impact, the Eligible Customer may, at any time prior to the
posting of the OASIS notice described in Section 19.10(i), request in writing
that the Transmission Provider study the Application individually rather than
in a Cluster Study, and the Transmission Provider will offer the Eligible
Customer a System Impact Study Agreement pursuant to Section 19.1 and will
otherwise process the Application on an individual basis.
17.6.1 Execution of Service Agreement
Except as provided in section 17.6.2 below, whenever the Transmission
Provider determines that a System Impact Study is not required and that the
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service can be provided, it shall notify the Eligible Customer as soon as
practicable but no later than thirty (30) days after receipt of the Completed
Application. Where a System Impact Study is required, the provisions of
Section 19 (and, where applicable, section 17.6.2) will govern the execution of
a Service Agreement. Failure of an Eligible Customer to execute and return
the Service Agreement or request to initiate service in the absence of an
executed Service Agreement pursuant to Section 15.3, within fifteen (15) days
after it is tendered by the Transmission Provider will be deemed a withdrawal
and termination of the Application and any deposit submitted shall be
refunded, without interest, or the release of any escrow funds authorized.
Nothing herein limits the right of an Eligible Customer to file another
Application after such withdrawal and termination.
17.6.2 Tender and Execution of Service Agreement Where
Environmental Review Required
In the event that environmental review associated with a request is required,
the Transmission Provider shall tender a Service Agreement as soon as
possible after the completion of any necessary environmental review and
development of any necessary environmental mitigation requirements. Failure
of an Eligible Customer to execute and return the Service Agreement or
request to initiate service in the absence of an executed Service Agreement
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pursuant to Section 15.3, within fifteen (15) days after it is tendered by the
Transmission Provider will be deemed a withdrawal and termination of the
Application and any deposit submitted shall be refunded, without interest, or
the release of any escrow funds authorized. Nothing herein limits the right of
an Eligible Customer to file another Application after such withdrawal and
termination.
17.7 Extensions for Commencement of Service
[UNDER REVIEW]
18 Procedures for Arranging Non-Firm Point-To-Point Transmission
Service
18.1 Application:
Eligible Customers seeking Non-Firm Point-To-Point Transmission Service
must submit a Completed Application to the Transmission Provider.
Applications should be submitted by entering the information listed below on
the Transmission Provider's OASIS. Prior to implementation of the
Transmission Provider's OASIS, a Completed Application may be submitted
by (i) transmitting the required information to the Transmission Provider by
telefax, or (ii) providing the information by telephone over the Transmission
Provider's time recorded telephone line. Each of these methods will provide a
time-stamped record for establishing the service priority of the Application.
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18.2 Completed Application:
[UNDER REVIEW]
18.3 Reservation of Non-Firm Point-To-Point Transmission Service:
[UNDER REVIEW]
18.4 Determination of Available Transfer Capability:
[UNDER REVIEW]
19 Additional Study Procedures For Firm Point-To-Point Transmission
Service Requests
19.1 Notice of Need for System Impact Study:
After receiving a request for service, the Transmission Provider shall
determine on a non-discriminatory basis whether a System Impact Study is
needed. A description of the Transmission Provider’s methodology for
completing a System Impact Study is provided in Attachment D. If the
Transmission Provider determines that a System Impact Study is necessary to
accommodate the requested service, it shall so inform the Eligible Customer,
as soon as practicable. Once informed, the Eligible Customer shall timely
notify the Transmission Provider if it elects to have the Transmission Provider
study redispatch or conditional curtailment as part of the System Impact
Study. If notification is provided prior to tender of the System Impact Study
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Agreement, the Eligible Customer can avoid the costs associated with the
study of these options. If (i) the Transmission Provider notifies the Eligible
Customer that it will be studying the service request individually rather than in
a Cluster Study, or (ii) the Eligible Customer requests in writing to be studied
individually, the Transmission Provider shall as soon as practicable, but no
later than thirty (30) days from the notification under (i) or receipt of the
written request under (ii), tender a System Impact Study Agreement pursuant
to which the Eligible Customer shall agree to reimburse the Transmission
Provider for performing the required System Impact Study. For a service
request to remain a Completed Application, the Eligible Customer shall
execute the System Impact Study Agreement and return it to the Transmission
Provider within fifteen (15) days. If the Eligible Customer elects not to
execute the System Impact Study Agreement, its application shall be deemed
withdrawn and, pursuant to Section 17.3, its deposit shall be returned, without
interest, or the release of its escrow funds authorized.
19.1.1 Notice of Need for Environmental Review
If the Transmission Provider determines that environmental review is required
in response to a request for service, the Transmission Provider shall tender an
environmental review agreement as soon as practicable. Pursuant to such
agreement the Eligible Customer shall agree to reimburse the Transmission
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Provider for performing the environmental review. The Eligible Customer
shall execute and return the environmental review agreement within 30 days
of receipt or its application shall be deemed withdrawn and its deposit,
pursuant to Section 29.2, shall be returned, without interest, or the release of
its escrow funds authorized.
19.2 System Impact Study Agreement and Cost Reimbursement:
[UNDER REVIEW]
19.3 System Impact Study Procedures:
Upon receipt of an executed System Impact Study Agreement, the
Transmission Provider will use due diligence to complete the required System
Impact Study within a sixty (60) day period. The System Impact Study shall
identify (1) any system constraints, identified with specificity by transmission
element or flowgate, (2) redispatch options (when requested by an Eligible
Customer) including an estimate of the cost of redispatch, (3) conditional
curtailment options (when requested by an Eligible Customer) including the
number of hours per year and the System Conditions during which conditional
curtailment may occur, and (4) additional Direct Assignment Facilities or
Network Upgrades required to provide the requested service. For customers
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requesting the study of redispatch options, the System Impact Study shall (1)
identify all resources located within the Transmission Provider’s Control Area
that can significantly contribute toward relieving the system constraint and (2)
provide a measurement of each resource’s impact on the system constraint. If
the Transmission Provider possesses information indicating that any resource
outside its Control Area could relieve the constraint, it shall identify each such
resource in the System Impact Study. In the event that the Transmission
Provider is unable to complete the required System Impact Study within such
time period, it shall so notify the Eligible Customer and provide an estimated
completion date along with an explanation of the reasons why additional time
is required to complete the required studies. A copy of the completed System
Impact Study and related work papers shall be made available to the Eligible
Customer as soon as the System Impact Study is complete. The Transmission
Provider will use the same due diligence in completing the System Impact
Study for an Eligible Customer as it uses when completing studies for itself.
The Transmission Provider shall notify the Eligible Customer immediately
upon completion of the System Impact Study if the Transmission System will
be adequate to accommodate all or part of a request for service or that no costs
are likely to be incurred for new transmission facilities or upgrades. Except as
provided in section 17.6.2, in order for a request to remain a Completed
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Application, within fifteen (15) days of completion of the System Impact
Study the Eligible Customer must execute a Service Agreement or request to
initiate service in the absence of an executed Service Agreement pursuant to
Section 15.3, or the Application shall be deemed terminated and withdrawn.
19.4 Facilities Study Procedures:
If a System Impact Study indicates that additions or upgrades to the
Transmission System are needed to supply the Eligible Customer’s service
request, the Transmission Provider, within thirty (30) days of the completion
of the System Impact Study, shall tender to the Eligible Customer a Facilities
Study Agreement pursuant to which the Eligible Customer shall agree to
reimburse the Transmission Provider for performing the required Facilities
Study. For a service request to remain a Completed Application, the Eligible
Customer shall execute the Facilities Study Agreement and return it to the
Transmission Provider within fifteen (15) days. If the Eligible Customer
elects not to execute the Facilities Study Agreement, its application shall be
deemed withdrawn and pursuant to Section 17.3, its deposit shall be returned,
without interest, or the release of its escrow funds authorized. Upon receipt of
an executed Facilities Study Agreement, the Transmission Provider will use
due diligence to complete the required Facilities Study within a sixty (60) day
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period. If the Transmission Provider is unable to complete the Facilities Study
in the allotted time period, the Transmission Provider shall notify the
Transmission Customer and provide an estimate of the time needed to reach a
final determination along with an explanation of the reasons that additional
time is required to complete the study. When completed, the Facilities Study
will include a good faith estimate of (i) the cost of Direct Assignment
Facilities to be charged to the Transmission Customer, (ii) the Transmission
Customer’s appropriate share of the cost of any required Network Upgrades as
determined pursuant to the provisions of Part II of the Tariff, and (iii) the time
required to complete such construction and initiate the requested service. The
Transmission Customer shall provide the Transmission Provider with a letter
of credit or other reasonable form of security acceptable to the Transmission
Provider equivalent to the costs of new facilities or upgrades consistent with
commercial practices as established by the Uniform Commercial Code.
Except as provided in section 17.6.2, the Transmission Customer shall have
thirty (30) days to execute a Service Agreement or request to initiate service in
the absence of an executed Service Agreement pursuant to Section 15.3 and
provide the required letter of credit or other form of security or the request
will no longer be a Completed Application and shall be deemed terminated
and withdrawn.
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19.5 Facilities Study Modifications:
Any change in design arising from inability to site or construct facilities as
proposed will require development of a revised good faith estimate. New
good faith estimates also will be required in the event of new statutory or
regulatory requirements that are effective before the completion of
construction or other circumstances beyond the control of the Transmission
Provider that significantly affect the final cost of new facilities or upgrades to
be charged to the Transmission Customer pursuant to the provisions of Part II
of the Tariff.
19.6 Due Diligence in Completing New Facilities:
The Transmission Provider shall use due diligence to add necessary facilities
or upgrade its Transmission System within a reasonable time. The
Transmission Provider will not upgrade its existing or planned Transmission
System in order to provide the requested Firm Point-To-Point Transmission
Service if doing so would impair system reliability or otherwise impair or
degrade existing firm service.
19.7 Partial Interim Service:
If the Transmission Provider determines that it will not have adequate transfer
capability to satisfy the full amount of a Completed Application for Firm
Point-To-Point Transmission Service, the Transmission Provider nonetheless
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shall be obligated to offer and provide the portion of the requested Firm Point-
To-Point Transmission Service that can be accommodated without addition of
any facilities and through redispatch. However, the Transmission Provider
shall not be obligated to provide the incremental amount of requested Firm
Point-To-Point Transmission Service that requires the addition of facilities or
upgrades to the Transmission System until such facilities or upgrades have
been placed in service.
19.8 Expedited Procedures for New Facilities:
In lieu of the procedures set forth above, the Eligible Customer shall have the
option to expedite the process by requesting the Transmission Provider to
tender at one time, together with the results of required studies, an "Expedited
Service Agreement" pursuant to which the Eligible Customer would agree to
compensate the Transmission Provider for all costs incurred pursuant to the
terms of the Tariff. In order to exercise this option, the Eligible Customer
shall request in writing an expedited Service Agreement covering all of the
above-specified items within thirty (30) days of receiving the results of the
System Impact Study identifying needed facility additions or upgrades or costs
incurred in providing the requested service. While the Transmission Provider
agrees to provide the Eligible Customer with its best estimate of the new
facility costs and other charges that may be incurred, such estimate shall not
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be binding and the Eligible Customer must agree in writing to compensate the
Transmission Provider for all costs incurred pursuant to the provisions of the
Tariff. The Eligible Customer shall execute and return such an Expedited
Service Agreement within fifteen (15) days of its receipt or the Eligible
Customer's request for service will cease to be a Completed Application and
will be deemed terminated and withdrawn.
19.9 Study Metrics
Sections 19.3, 19.4 and 19.10(i) require a Transmission Provider to use due
diligence to meet study completion deadlines for System Impact Studies,
Facilities Studies, and Cluster Studies. For the purposes of calculating the
percentage of non-Affiliates’ System Impact Studies and Facilities Studies
processed outside of the study completion deadlines, the Transmission
Provider shall consider all System Impact Studies, Facilities Studies, and
Cluster Studies that it completes for non-Affiliates during the calendar quarter.
The percentage should be calculated by dividing the number of those studies
which are completed on time by the total number of completed studies.
19.10 Cluster Study
(i) Cluster Study Procedures
The Transmission Provider may conduct a Cluster Study on its own
initiative or in response to a written request by Eligible Customer(s) with
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pending service request(s). If Eligible Customer(s) request a Cluster Study, the
Transmission Provider will determine, in its discretion, if it can reasonably
accommodate the request(s) and will notify such Eligible Customers of its
decision. If the Transmission Provider decides to conduct a Cluster Study, it
will post notice of its decision on OASIS, and will provide reasonable advance
notification to Eligible Customers, including the eligibility of Applications for
the Cluster Study, the timing and process for conducting the Cluster Study, the
reasons for the Cluster Study, and whether the Transmission Provider will
require a Precedent Transmission Service Agreement. For purposes of a
Cluster Study, the Transmission Provider may aggregate: (1) all Applications
that are submitted within a set time period, including Applications that were
submitted before the Transmission Provider notified Eligible Customers that it
will conduct a Cluster Study, (2) all requests for service over a particular
transmission path, (3) all requests for service of at least a certain amount of
capacity, or (4) all requests that the Transmission Provider determines are
suitable for aggregation based on other appropriate criteria, including a
combination of criteria.
Except for Eligible Customers that have requested individual studies
under Section 17.5, the Transmission Provider will require Eligible Customers
with service request(s) that the Transmission Provider identifies for a Cluster
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Study to sign Cluster Study agreements or Precedent Transmission Service
Agreements that provide that the System Impact Study, Facilities Study, or
environmental review for the service request(s) will be performed as a Cluster
Study. With respect to a clustered System Impact Study or Facilities Study, the
study will be performed in accordance with the procedures set forth in section
19.3 and 19.4 with the exception that the timeline for performing the System
Impact Study or Facilities Study will begin to run after the last date for any
Eligible Customer with service request(s) that the Transmission Provider
identifies for the Cluster Study to sign and return Cluster Study Agreements or
Precedent Transmission Services Agreements. With respect to a Cluster Study
that includes aggregate study of system impacts and needed facilities, the
Transmission Provider will initiate the Cluster Study within 14 days of the later
of (i) the due date for the Precedent Transmission Service Agreement (PTSA)
or (ii) the due date for providing performance assurance as required by the
PTSA. The Transmission Provider will use due diligence to complete the
Cluster Study within 120 days from such date. If the Transmission Provider is
unable to complete the Cluster Study within the applicable timeline, the
Transmission Provider will notify the Eligible Customers in the Cluster Study
and provide an estimate of the time needed to complete the study along with an
explanation of the reasons that additional time is required.
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(ii) Cluster Study Agreement
The Transmission Provider will require Eligible Customers with service
request(s) that the Transmission Provider identifies for a Cluster Study to sign
Cluster Study agreements for the service request(s) unless the Transmission
Provider requires such Eligible Customers to sign Precedent Transmission
Service Agreements for the service request(s) under Section 19.10(iii). The
Transmission Provider may conduct a Cluster Study for which the Transmission
Provider requires Eligible Customers to sign Cluster Study agreements when:
(1) preliminary analysis indicates that constructing new facilities or upgrades
that the study identifies would facilitate providing service to multiple pending
service requests; (2) preliminary analysis indicates that the Cluster Study would
benefit the integration of new renewable resources; (3) at least one Eligible
Customer requests that the Transmission Provider perform a Cluster Study
pursuant to Section 19.10(i); or (4) the Transmission Provider determines,
based on other appropriate criteria, that conducting a Cluster Study will
facilitate providing service.
The Cluster Study agreement will describe the scope of the Cluster
Study. An Eligible Customer must sign and return the Cluster Study agreement
within 15 days of receipt. If an Eligible Customer fails to sign and return the
Cluster Study agreement by the deadline stated in this paragraph or to advance
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fund the study costs, the Eligible Customer’s service request(s) will be deemed
withdrawn, the Transmission Provider will give the request(s) no further
consideration, and the Eligible Customer’s deposit provided pursuant to section
17.3 will be returned, without interest, or the release of its escrow funds
authorized.
A Cluster Study agreement will include the Transmission Provider’s
good faith estimate of the actual study costs and will require each Eligible
Customer with service request(s) in the Cluster Study to advance fund a
percentage of the study costs equal to the megawatts of the Eligible Customer’s
service request(s) divided by the total number of megawatts of all service
requests included in the Cluster Study. Upon completing the Cluster Study, the
Transmission Provider will determine the actual study costs. If the aggregate
amount of the advance funding differs from the actual costs of the Cluster
Study, the Transmission Provider will request additional funds from, or refund
the excess amount to, the Eligible Customers with service request(s) in the
Cluster Study, in proportion to the amounts previously advanced by each
Eligible Customer. Eligible Customers must advance additional funds
requested, if any, within 30 days of the request.
An Eligible Customer that has signed a Cluster Study agreement may opt
out of a Cluster Study by withdrawing its service request(s) on OASIS. An
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Eligible Customer that withdraws service request(s) on OASIS after signing a
Cluster Study agreement will remain liable for its percentage of the study costs
and will be liable for any costs of re-study or analysis that result from the
Eligible Customer opting out.
(iii) Precedent Transmission Service Agreement
The Transmission Provider may require Eligible Customers with service
request(s) that the Transmission Provider identifies for a Cluster Study to sign
Precedent Transmission Service Agreements for the service request(s). The
Transmission Provider will bear the costs of a Cluster Study for service requests
for which Eligible Customers sign Precedent Transmission Service
Agreements, and the Transmission Provider will not require Eligible Customers
to also sign Cluster Study agreements for such a study.
The Precedent Transmission Service Agreements will obligate the
Eligible Customers to take transmission service at the rate for Long-Term Firm
PTP Transmission Service in the Transmission Provider’s Point-to-Point rate
schedule if the Transmission Provider satisfies conditions in the agreement that
will include, but will not necessarily be limited to (1) determining in its
discretion that it may reasonably provide transmission service at such rate, after
considering, without limitation, the amount of subscription under Precedent
Transmission Service Agreements and the benefits to the Transmission System
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of any new facilities needed to provide service to the service requests in the
Cluster Study, and (2) in the event that the Transmission Provider must
construct new facilities or facility upgrades to provide the requested service, the
Transmission Provider decides, after completing environmental review, to build
such facilities.
The Transmission Provider will provide Eligible Customers at least 15
days to sign and return the Precedent Transmission Service Agreements. If an
Eligible Customer fails to sign and return the Precedent Transmission Service
Agreement by the deadline that the Transmission Provider establishes or to
meet any requirement specified in such agreement, the Eligible Customer’s
service request(s) will be deemed withdrawn, the Transmission Provider will
give the service request(s) no further consideration, and the Eligible Customer’s
deposit provided pursuant to section 17.3 will be returned, without interest, or
the release of its escrow funds authorized.
An Eligible Customer that signs a Precedent Transmission Service
Agreement will provide security equivalent to the charges for twelve months of
service for the Eligible Customer’s service request(s). A security deposit
provided pursuant to this paragraph will be made either (1) to the Transmission
Provider (which shall not earn interest), or (2) into an escrow fund set up by the
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Transmission Customer consistent with the provisions of the Precedent
Transmission Service Agreement.
The Transmission Provider will provide Eligible Customers that are
offered a Precedent Transmission Service Agreement the option under such
agreement to extend the term of service initially requested by the customers
without filing a new Application. An extension of the term of service pursuant
to this paragraph will not be subject to competition under section 2.2.
20 Procedures if The Transmission Provider is Unable to Complete New
Transmission Facilities for Firm Point-To-Point Transmission Service
20.1 Delays in Construction of New Facilities:
If any event occurs that will materially affect the time for completion of new
facilities, or the ability to complete them, the Transmission Provider shall
promptly notify the Transmission Customer. In such circumstances, the
Transmission Provider shall within thirty (30) days of notifying the
Transmission Customer of such delays, convene a technical meeting with the
Transmission Customer to evaluate the alternatives available to the
Transmission Customer. The Transmission Provider also shall make available
to the Transmission Customer studies and work papers related to the delay,
including all information that is in the possession of the Transmission
Provider that is reasonably needed by the Transmission Customer to evaluate
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any alternatives.
20.2 Alternatives to the Original Facility Additions:
When the review process of Section 20.1 determines that one or more
alternatives exist to the originally planned construction project, the
Transmission Provider shall present such alternatives for consideration by the
Transmission Customer. If, upon review of any alternatives, the Transmission
Customer desires to maintain its Completed Application subject to
construction of the alternative facilities, it may request the Transmission
Provider to submit a revised Service Agreement for Firm Point-To-Point
Transmission Service. If the alternative approach solely involves Non-Firm
Point-To-Point Transmission Service, the Transmission Provider shall
promptly tender a Service Agreement for Non-Firm Point-To-Point
Transmission Service providing for the service. In the event the Transmission
Provider concludes that no reasonable alternative exists and the Transmission
Customer disagrees, the Transmission Customer may seek relief under the
dispute resolution procedures pursuant to Section 12 or it may refer the
dispute to the Commission for resolution.
20.3 Refund Obligation for Unfinished Facility Additions:
If the Transmission Provider and the Transmission Customer mutually agree
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that no other reasonable alternatives exist and the requested service cannot be
provided out of existing capability under the conditions of Part II of the Tariff,
the obligation to provide the requested Firm Point-To-Point Transmission
Service shall terminate and any deposit made by the Transmission Customer
shall be returned, without interest, or the release of its escrow funds
authorized. However, the Transmission Customer shall be responsible for all
prudently incurred costs by the Transmission Provider through the time
construction was suspended.
21 Provisions Relating to Transmission Construction and Services on the
Systems of Other Utilities
21.1 Responsibility for Third-Party System Additions:
The Transmission Provider shall not be responsible for making arrangements
for any necessary engineering, permitting, and construction of transmission or
distribution facilities on the system(s) of any other entity or for obtaining any
regulatory approval for such facilities. The Transmission Provider will
undertake reasonable efforts to assist the Transmission Customer in obtaining
such arrangements, including without limitation, providing any information or
data required by such other electric system pursuant to Good Utility Practice.
21.2 Coordination of Third-Party System Additions:
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In circumstances where the need for transmission facilities or upgrades is
identified pursuant to the provisions of Part II of the Tariff, and if such
upgrades further require the addition of transmission facilities on other
systems, the Transmission Provider shall have the right to coordinate
construction on its own system with the construction required by others. The
Transmission Provider, after consultation with the Transmission Customer and
representatives of such other systems, may defer construction of its new
transmission facilities, if the new transmission facilities on another system
cannot be completed in a timely manner. The Transmission Provider shall
notify the Transmission Customer in writing of the basis for any decision to
defer construction and the specific problems which must be resolved before it
will initiate or resume construction of new facilities. Within sixty (60) days of
receiving written notification by the Transmission Provider of its intent to
defer construction pursuant to this section, the Transmission Customer may
challenge the decision in accordance with the dispute resolution procedures
pursuant to Section 12 or it may refer the dispute to the Commission for
resolution.
22 Changes in Service Specifications
22.1 Modifications On a Non-Firm Basis:
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The Transmission Customer taking Firm Point-To-Point Transmission Service
may request the Transmission Provider to provide transmission service on a
non-firm basis over Receipt and Delivery Points other than those specified in
the Service Agreement (“Secondary Receipt and Delivery Points”), in
amounts not to exceed its firm capacity reservation, without incurring an
additional Non-Firm Point-To-Point Transmission Service charge or executing
a new Service Agreement, subject to the following conditions.
(a) Service provided over Secondary Receipt and Delivery Points will
be non-firm only, on an as-available basis and will not displace any firm or
non-firm service reserved or scheduled by third-parties under the Tariff or by
the Transmission Provider on behalf of its Native Load Customers.
(b) The sum of all Firm and non-firm Point-To-Point Transmission
Service provided to the Transmission Customer at any time pursuant to this
section shall not exceed the Reserved Capacity in the relevant Service
Agreement under which such services are provided.
(c) The Transmission Customer shall retain its right to schedule Firm
Point-To-Point Transmission Service at the Receipt and Delivery Points
specified in the relevant Service Agreement in the amount of its original
capacity reservation.
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(d) Service over Secondary Receipt and Delivery Points on a non-firm
basis shall not require the filing of an Application for Non-Firm Point-To-
Point Transmission Service under the Tariff. However, all other requirements
of Part II of the Tariff (except as to transmission rates) shall apply to
transmission service on a non-firm basis over Secondary Receipt and Delivery
Points.
(e) If and to the extent the Transmission Provider’s rates for
Transmission Service on its Transmission System are segmented, (i) the sum
of the capacity provided at Primary and Secondary Points of Receipt for
Transmission Service under a Service Agreement on any segment shall not
exceed the firm capacity reservation at Primary Points of Receipt in such
Service Agreement for such segment; and (ii) the sum of the capacity provided
at Primary and Secondary Points of Delivery for Transmission Service under a
Service Agreement on any segment shall not exceed the firm capacity
reservation at Primary Points of Delivery in such Service Agreement for such
segment.
22.2 Modification On a Firm Basis:
Any request by a Transmission Customer to modify Receipt and Delivery
Points on a firm basis shall be treated as a new request for service in
accordance with Section 17 hereof, except that such Transmission Customer
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shall not be obligated to pay any additional deposit if the capacity reservation
does not exceed the amount reserved in the existing Service Agreement.
While such new request is pending, the Transmission Customer shall retain its
priority for service at the existing firm Receipt and Delivery Points specified
in its Service Agreement.
23 Sale or Assignment of Transmission Service
23.1 Procedures for Assignment or Transfer of Service:
[UNDER REVIEW]
23.2 Limitations on Assignment or Transfer of Service:
If the Assignee requests a change in the Point(s) of Receipt or Point(s) of
Delivery, or a change in any other specifications set forth in the original
Service Agreement, the Transmission Provider will consent to such change
subject to the provisions of the Tariff, provided that the change will not impair
the operation and reliability of the Transmission Provider's generation,
transmission, or distribution systems. The Assignee shall compensate the
Transmission Provider for performing any System Impact Study needed to
evaluate the capability of the Transmission System to accommodate the
proposed change and any additional costs resulting from such change. The
Reseller shall remain liable for the performance of all obligations under the
Service Agreement, except as specifically agreed to by the Transmission
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Provider and the Reseller through an amendment to the Service Agreement.
23.3 Information on Assignment or Transfer of Service:
In accordance with Section 4, all sales or assignments of capacity must be
conducted through or otherwise posted on the Transmission Provider’s OASIS
on or before the date the reassigned service commences and are subject to
Section 23.1. Resellers may also use the Transmission Provider's OASIS to
post transmission capacity available for resale.
24 Metering and Power Factor Correction at Receipt and Delivery Points(s)
24.1 Transmission Customer Obligations:
Unless otherwise agreed, the Transmission Customer shall be responsible for
installing and maintaining compatible metering and communications
equipment to accurately account for the capacity and energy being transmitted
under Part II of the Tariff and to communicate the information to the
Transmission Provider. Such equipment shall remain the property of the
Transmission Customer.
24.2 Transmission Provider Access to Metering Data:
The Transmission Provider shall have access to metering data, which may
reasonably be required to facilitate measurements and billing under the
Service Agreement.
24.3 Power Factor:
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Unless otherwise agreed, the Transmission Customer is required to maintain a
power factor within the same range as the Transmission Provider pursuant to
Good Utility Practices. The power factor requirements are specified in the
Service Agreement where applicable.
25 Compensation for Transmission Service
Rates for Firm and Non-Firm Point-To-Point Transmission Service are
provided in the Schedules appended to the Tariff: Firm Point-To-Point
Transmission Service (Schedule 7); and Non-Firm Point-To-Point Transmission
Service (Schedule 8). The Transmission Provider shall use Part II of the Tariff to
make its Third-Party Sales. The Transmission Provider shall account for such use
at the applicable Tariff rates, pursuant to Section 8.
26 Stranded Cost Recovery
The Transmission Provider may seek to recover stranded costs from the
Transmission Customer pursuant to this Tariff and pursuant to Section 7 of the
Pacific Northwest Electric Power Planning and Conservation Act of 1980
(Northwest Power Act).
27 Compensation for New Facilities and Redispatch Costs
Whenever a System Impact Study performed by the Transmission Provider
in connection with the provision of Firm Point-To-Point Transmission Service
identifies the need for new facilities, the Transmission Customer shall be
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responsible for such costs to the extent consistent with Commission policy.
Whenever a System Impact Study performed by the Transmission Provider
identifies capacity constraints that may be relieved by redispatching the
Transmission Provider’s resources to eliminate such constraints, the Transmission
Customer shall be responsible for the redispatch costs to the extent consistent with
Commission policy.
III. NETWORK INTEGRATION TRANSMISSION SERVICE
Preamble
The Transmission Provider will provide Network Integration Transmission
Service pursuant to the applicable terms and conditions contained in the Tariff and
Service Agreement. Network Integration Transmission Service allows the Network
Customer to integrate, economically dispatch and regulate its current and planned
Network Resources to serve its Network Load in a manner comparable to that in which
the Transmission Provider utilizes its Transmission System to serve its Native Load
Customers. Network Integration Transmission Service also may be used by the Network
Customer to deliver economy energy purchases to its Network Load from non-designated
resources on an as-available basis without additional charge. Transmission service for
sales to non-designated loads will be provided pursuant to the applicable terms and
conditions of Part II of the Tariff. If and to the extent that the Transmission Provider has
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established separate rates for Transmission Service over one or more intertie segments,
Network Integration Transmission Service will not be available over such intertie
segments, and the terms and conditions for Transmission Service over such intertie
segments will be provided under Part II of this Tariff.
28 Nature of Network Integration Transmission Service
28.1 Scope of Service:
Network Integration Transmission Service is a transmission service that
allows Network Customers to efficiently and economically utilize their
Network Resources (as well as other non-designated generation resources) to
serve their Network Load located in the Transmission Provider's Control Area
and any additional load that may be designated pursuant to Section 31.3 of the
Tariff. The Network Customer taking Network Integration Transmission
Service must obtain or provide Ancillary Services pursuant to Section 3.
28.2 Transmission Provider Responsibilities:
The Transmission Provider will plan, construct, operate and maintain its
Transmission System in accordance with Good Utility Practice and its
planning obligations in Attachment K in order to provide the Network
Customer with Network Integration Transmission Service over the
Transmission Provider's Transmission System. The Transmission Provider,
on behalf of its Native Load Customers, shall be required to designate
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resources and loads in the same manner as any Network Customer under Part
III of this Tariff. This information must be consistent with the information
used by the Transmission Provider to calculate available transfer capability.
The Transmission Provider shall include the Network Customer's Network
Load in its Transmission System planning and shall, consistent with Good
Utility Practice and Attachment K, endeavor to construct and place into
service sufficient transfer capability to deliver the Network Customer's
Network Resources to serve its Network Load on a basis comparable to the
Transmission Provider's delivery of its own generating and purchased
resources to its Native Load Customers.
28.3 Network Integration Transmission Service:
[UNDER REVIEW]
28.4 Secondary Service:
The Network Customer may use the Transmission Provider's Transmission
System to deliver energy to its Network Loads from resources that have not
been designated as Network Resources. Such energy shall be transmitted, on
an as-available basis, at no additional charge. Secondary service shall not
require the filing of an Application for Network Integration Transmission
Service under the Tariff. However, all other requirements of Part III of the
Tariff (except for transmission rates) shall apply to secondary service.
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Deliveries from resources other than Network Resources will have a higher
priority than any Non-Firm Point-To-Point Transmission Service under Part II
of the Tariff.
28.5 Real Power Losses:
Real Power Losses are associated with all transmission service. The
Transmission Provider is not obligated to provide Real Power Losses. The
Network Customer is responsible for replacing losses associated with all
transmission service as calculated by the Transmission Provider. The
applicable loss factors are listed under the Real Power Loss Return business
practice.
28.6 Restrictions on Use of Service:
The Network Customer shall not use Network Integration Transmission
Service for (i) sales of capacity and energy to non-designated loads, or (ii)
direct or indirect provision of transmission service by the Network Customer
to third parties. All Network Customers taking Network Integration
Transmission Service shall use Point-To-Point Transmission Service under
Part II of the Tariff for any Third-Party Sale which requires use of the
Transmission Provider's Transmission System. The Transmission Provider
shall specify any appropriate charges and penalties and all related terms and
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conditions applicable in the event that a Network Customer uses Network
Integration Transmission Service or secondary service pursuant to Section
28.4 to facilitate a wholesale sale that does not serve a Network Load.
28.7 Transmission Provider Obligation to Provide Network Integration
Transmission Service that Requires Conditional Curtailment
[UNDER REVIEW]
29 Initiating Service
29.1 Condition Precedent for Receiving Service:
Subject to the terms and conditions of Part III of the Tariff, the Transmission
Provider will provide Network Integration Transmission Service to any
Eligible Customer, provided that
(i) the Eligible Customer completes an Application for service as provided
under Part III of the Tariff,
(ii) the Eligible Customer and the Transmission Provider complete the
technical arrangements set forth in Sections 29.3 and 29.4,
(iii) the Eligible Customer executes a Service Agreement pursuant to
Attachment F for service under Part III of the Tariff or requests in writing that
the Transmission Provider begin to initiate service in the absence of an
executed Service Agreement pursuant to Section 15.3, and
(iv) the Eligible Customer executes a Network Operating Agreement with the
Transmission Provider pursuant to Attachment G
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29.2 Application Procedures:
An Eligible Customer requesting service under Part III of the Tariff must
submit (i) an Application, with a deposit approximating the charge for one
month of service, to the Transmission Provider as far as possible in advance of
the month in which service is to commence; and (ii) a non-refundable
processing fee. The deposit and non-refundable processing fee are not
required for a Network Customer’s Application to designate new Network
Resources. Deposits shall be made either to the Transmission Provider, which
deposit shall not earn interest, or into an escrow fund set up by the
Transmission Customer. Unless subject to the procedures in Section 2,
Completed Applications for Network Integration Transmission Service will be
assigned a priority according to the date and time the Application is received
on OASIS, with the earliest Application receiving the highest priority.
Applications should be submitted by entering the information listed below on
the Transmission Provider’s OASIS. Until OASIS can accept all such
information, any required information that OASIS cannot accept may be
submitted by transmitting the required information to the Transmission
Provider by telefax or by United States mail or other recognized delivery
service. In appropriate cases, the Transmission Provider will accept all
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information by such means. In such cases, the Transmission Provider will
post the request on OASIS. A Completed Application shall provide all of the
information included in 18 CFR § 2.20 including but not limited to the
following:
(i) The identity, address, telephone number and facsimile number of the party
requesting service;
(ii) A statement that the party requesting service is, or will be upon
commencement of service, an Eligible Customer under the Tariff;
(iii) A description of the Network Load at each delivery point. This
description should separately identify and provide the Eligible Customer's best
estimate of the total loads to be served at each transmission voltage level, and
the loads to be served from each Transmission Provider substation at the same
transmission voltage level. The description should include a ten (10) year
forecast of summer and winter load and resource requirements beginning with
the first year after the service is scheduled to commence;
(iv) The amount and location of any interruptible loads included in the
Network Load. This shall include the summer and winter capacity
requirements for each interruptible load (had such load not been interruptible),
that portion of the load subject to interruption, the conditions under which an
interruption can be implemented and any limitations on the amount and
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frequency of interruptions. An Eligible Customer should identify the amount
of interruptible customer load (if any) included in the 10 year load forecast
provided in response to (iii) above;
(v) A description of Network Resources (current and 10-year
projection). For each on-system Network Resource, such description shall
include:
Unit size and amount of capacity from that unit to be designated as Network
Resource
VAR capability (both leading and lagging) of all generators
Operating restrictions
Any periods of restricted operations throughout the year
Maintenance schedules
Minimum loading level of unit
Normal operating level of unit
Any must-run unit designations required for system reliability or contract
reasons
Approximate variable generating cost ($/MWH) for redispatch computations
Arrangements governing sale and delivery of power to third parties from
generating facilities located in the Transmission Provider Control Area, where
only a portion of unit output is designated as a Network Resource
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For each off-system Network Resource, such description shall include:
Identification of the Network Resource as an off-system
resource
Amount of power to which the customer has rights
Identification of the control area from which the power will
originate
Delivery point(s) to the Transmission Provider’s
Transmission System
Transmission arrangements on the external transmission
system(s)
Operating restrictions, if any
Any periods of restricted operations throughout the year
Maintenance schedules
Minimum loading level of unit
Normal operating level of unit
Any must-run unit designations required for system
reliability or contract reasons
Approximate variable generating cost ($/MWH) for
redispatch computations;
(vi) Description of Eligible Customer’s transmission system:
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Load flow and stability data, such as real and reactive parts of the load,
lines, transformers, reactive devices and load type, including normal and
emergency ratings of all transmission equipment in a load flow format
compatible with that used by the Transmission Provider
Operating restrictions needed for reliability
Operating guides employed by system operators
Contractual restrictions or committed uses of the Eligible Customer’s
transmission system, other than the Eligible Customer’s Network Loads
and Resources
Location of Network Resources described in subsection (v) above
10 year projection of system expansions or upgrades
Transmission System maps that include any proposed expansions or
upgrades
Thermal ratings of Eligible Customer’s Control Area ties with other
Control Areas;
(vii) Service Commencement Date and the term of the requested Network
Integration Transmission Service. The minimum term for Network
Integration Transmission Service is one year;
(viii) A statement signed by an authorized officer from or agent of the
Network Customer attesting that all of the network resources listed pursuant to
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Section 29.2(v) satisfy the following conditions:
(1) the Network Customer owns the resource, has committed to purchase
generation pursuant to an executed contract, or has committed to purchase
generation where execution of a contract is contingent upon the availability of
transmission service under Part III of the Tariff; and (2) the Network
Resources do not include any resources, or any portion thereof, that are
committed for a sale of one-year or more to non-designated third party load or
otherwise cannot be called upon to meet the Network Customer’s Network
Load on a non-interruptible basis, except for purposes of fulfilling obligations
under a reserve sharing program;
(ix) Any additional information required of the Transmission Customer
as specified in the Transmission Provider’s planning process established in
Attachment K; and
(x) A statement of which Ancillary Services the Eligible Customer will
purchase from the Transmission Provider.
Unless the Parties agree to a different time frame, the Transmission Provider
must acknowledge the request within ten (10) days of receipt. The
acknowledgement must include a date by which a response, including a
Service Agreement, will be sent to the Eligible Customer. If an Application
fails to meet the requirements of this section, the Transmission Provider shall
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notify the Eligible Customer requesting service within fifteen (15) days of
receipt and specify the reasons for such failure. Wherever possible, the
Transmission Provider will attempt to remedy deficiencies in the Application
through informal communications with the Eligible Customer. If such efforts
are unsuccessful, the Transmission Provider shall return the Application
without prejudice to the Eligible Customer filing a new or revised Application
that fully complies with the requirements of this section. The Eligible
Customer will be assigned a new priority consistent with the date of the new
or revised Application. The Transmission Provider shall treat this information
consistent with the standards of conduct contained in Part 37 of the
Commission’s regulations.
29.3 Technical Arrangements to be Completed Prior to Commencement
of Service:
Network Integration Transmission Service shall not commence until the
Transmission Provider and the Network Customer, or a third party, have
completed installation of all equipment specified under the Network Operating
Agreement consistent with Good Utility Practice and any additional
requirements reasonably and consistently imposed to ensure the reliable
operation of the Transmission System. The Transmission Provider shall
exercise reasonable efforts, in coordination with the Network Customer, to
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complete such arrangements as soon as practicable taking into consideration
the Service Commencement Date.
29.4 Network Customer Facilities:
The provision of Network Integration Transmission Service shall be
conditioned upon the Network Customer's constructing, maintaining and
operating the facilities on its side of each delivery point or interconnection
necessary to reliably deliver capacity and energy from the Transmission
Provider's Transmission System to the Network Customer. The Network
Customer shall be solely responsible for constructing or installing all facilities
on the Network Customer's side of each such delivery point or
interconnection.
29.5 Filing of Service Agreement:
(Intentionally Omitted)
29.6 Tender and Execution of Service Agreement Where Environmental
Review is Required
In the event that environmental review associated with a request is required,
the Transmission Provider shall tender a Service Agreement as soon as
possible after the completion of any necessary environmental review and
development of any necessary environmental mitigation requirements. Failure
of an Eligible Customer to execute and return the Service Agreement within
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fifteen (15) days after it is tendered by the Transmission Provider will be
deemed a withdrawal and termination of the Application and any deposit
submitted shall be returned, without interest, or the release of its escrow funds
authorized. Nothing herein limits the right of an Eligible Customer to file
another Application after such withdrawal and termination.
30 Network Resources
30.1 Designation of Network Resources:
Network Resources shall include all generation owned, purchased or leased by
the Network Customer designated to serve Network Load under the Tariff.
Network Resources may not include resources, or any portion thereof, that are
committed for a sale of one year or more to non-designated third party load or
otherwise cannot be called upon to meet the Network Customer’s Network
Load on a non-interruptible basis, except for purposes of fulfilling obligations
under a reserve sharing program. Any owned or purchased resources that
were serving the Network Customer’s loads under firm agreements entered
into on or before the Service Commencement Date shall initially be
designated as Network Resources until the Network Customer terminates the
designation of such resources.
30.2 Designation of New Network Resources:
The Network Customer may designate a new Network Resource by providing
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the Transmission Provider with as much advance notice as practicable. A
designation of a new Network Resource must be made through the
Transmission Provider’s OASIS by a request for modification of service
pursuant to an Application under Section 29. This request must include a
statement that the new network resource satisfies the following conditions: (1)
the Network Customer owns the resource, has committed to purchase
generation pursuant to an executed contract, or has committed to purchase
generation where execution of a contract is contingent upon the availability of
transmission service under Part III of the Tariff; and (2) The Network
Resources do not include any resources, or any portion thereof, that are
committed for a sale of one year or more to non-designated third party load or
otherwise cannot be called upon to meet the Network Customer’s Network
Load on a non-interruptible basis, except for purposes of fulfilling obligations
under a reserve sharing program. The Network Customer’s request will be
deemed deficient if it does not include this statement and the Transmission
Provider will follow the procedures for a deficient application as described in
Section 29.2 of the Tariff.
30.3 Termination of Network Resources:
The Network Customer may terminate the designation of all or part of a
generating resource as a Network Resource by providing notification to the
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Transmission Provider through OASIS as soon as reasonably practicable, but
not later than the firm scheduling deadline for the period of termination. Any
request for termination of Network Resource status must be submitted on
OASIS, and should indicate whether the request is for indefinite or temporary
termination. A request for indefinite termination of Network Resource status
must indicate the date and time that the termination is to be effective, and the
identification and capacity of the resource(s) or portions thereof to be
indefinitely terminated. A request for temporary termination of Network
Resource status must include the following:
(i) Effective date and time of temporary termination;
(ii) Effective date and time of redesignation, following period of
temporary termination;
(iii) Identification and capacity of resource(s) or portions thereof to be
temporarily terminated;
(iv) Resource description and attestation for redesignating the network
resource following the temporary termination, in accordance with
Section 30.2; and
(v) Identification of any related transmission service requests to be
evaluated concomitantly with the request for temporary
termination, such that the requests for undesignation and the
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request for these related transmission service requests must be
approved or denied as a single request. The evaluation of these
related transmission service requests must take into account the
termination of the network resources identified in (iii) above, as
well as all competing transmission service requests of higher
priority.
As part of a temporary termination, a Network Customer may only redesignate
the same resource that was originally designated, or a portion thereof.
Requests to redesignate a different resource and/or a resource with increased
capacity will be deemed deficient and the Transmission Provider will follow
the procedures for a deficient application as described in Section 29.2 of the
Tariff.
30.4 Operation of Network Resources:
The Network Customer shall not operate its designated Network Resources
located in the Network Customer’s or Transmission Provider’s Control Area
such that the output of those facilities exceeds its designated Network Load,
plus sales of less than one year delivered pursuant to Part II of the Tariff, plus
losses, plus power sales under a reserve sharing program, plus sales that
permit curtailment without penalty to serve its designated Network Load. This
limitation shall not apply to changes in the operation of a Transmission
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Customer’s Network Resources at the request of the Transmission Provider to
respond to an emergency or other unforeseen condition which may impair or
degrade the reliability of the Transmission System. For all Network
Resources not physically connected with the Transmission Provider’s
Transmission System, the Network Customer may not schedule delivery of
energy in excess of the Network Resource’s capacity, as specified in the
Network Customer’s Application pursuant to Section 29, unless the Network
Customer supports such delivery within the Transmission Provider’s
Transmission System by either obtaining Point-to-Point Transmission Service
or utilizing secondary service pursuant to Section 28.4. The Transmission
Provider shall specify the rate treatment and all related terms and conditions
applicable in the event that a Network Customer’s schedule at the delivery
point for a Network Resource not physically interconnected with the
Transmission Provider’s Transmission System exceeds the Network
Resource’s designated capacity, excluding energy delivered using secondary
service or Point-to-Point Transmission Service.
30.5 Network Customer Redispatch Obligation:
As a condition to receiving Network Integration Transmission Service, the
Network Customer agrees to redispatch its Network Resources as requested
by the Transmission Provider pursuant to Section 33.2. To the extent practical
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and at its discretion, the Transmission Provider may redispatch available
Federal Columbia River Power System resources or Network Resources on a
least cost, non-discriminatory basis between all Network Customers, and the
Transmission Provider.
30.6 Transmission Arrangements for Network Resources Not Physically
Interconnected With The Transmission Provider:
The Network Customer shall be responsible for any arrangements necessary to
deliver capacity and energy from a Network Resource not physically
interconnected with the Transmission Provider's Transmission System. The
Transmission Provider will undertake reasonable efforts to assist the Network
Customer in obtaining such arrangements, including without limitation,
providing any information or data required by such other entity pursuant to
Good Utility Practice.
30.7 Limitation on Designation of Network Resources:
The Network Customer must demonstrate that it owns or has committed to
purchase generation pursuant to an executed contract in order to designate a
generating resource as a Network Resource. Alternatively, the Network
Customer may establish that execution of a contract is contingent upon the
availability of transmission service under Part III of the Tariff.
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30.8 Use of Interface Capacity by the Network Customer:
[UNTER REVIEW]
30.9 Network Customer Owned Transmission Facilities:
[UNDER REVIEW]
31 Designation of Network Load
31.1 Network Load:
The Network Customer must designate the individual Network Loads on
whose behalf the Transmission Provider will provide Network Integration
Transmission Service. The Network Loads shall be specified in the Service
Agreement.
31.2 New Network Loads Connected With the Transmission Provider:
The Network Customer shall provide the Transmission Provider with as much
advance notice as reasonably practicable of the designation of new Network
Load that will be added to its Transmission System. A designation of new
Network Load must be made through a modification of service pursuant to a
new Application. The Transmission Provider will use due diligence to install
any transmission facilities required to interconnect a new Network Load
designated by the Network Customer. The costs of new facilities required to
interconnect a new Network Load shall be determined in accordance with the
procedures provided in Section 32.4 and shall be charged to the Network
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Customer as provided for in the rates determined pursuant to Section 7 of the
Northwest Power Act.
31.3 Network Load Not Physically Interconnected with the
Transmission Provider:
This section applies to both initial designation pursuant to Section 31.1 and
the subsequent addition of new Network Load not physically interconnected
with the Transmission Provider. To the extent that the Network Customer
desires to obtain transmission service for a load outside the Transmission
Provider's Transmission System, the Network Customer shall have the option
of (1) electing to include the entire load as Network Load for all purposes
under Part III of the Tariff and designating Network Resources in connection
with such additional Network Load, or (2) excluding that entire load from its
Network Load and purchasing Point-To-Point Transmission Service under
Part II of the Tariff. To the extent that the Network Customer gives notice of
its intent to add a new Network Load as part of its Network Load pursuant to
this section the request must be made through a modification of service
pursuant to a new Application.
31.4 New Interconnection Points:
To the extent the Network Customer desires to add a new Delivery Point or
interconnection point between the Transmission Provider's Transmission
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System and a Network Load, the Network Customer shall provide the
Transmission Provider with as much advance notice as reasonably practicable.
31.5 Changes in Service Requests:
Under no circumstances shall the Network Customer's decision to cancel or
delay a requested change in Network Integration Transmission Service (e.g.
the addition of a new Network Resource or designation of a new Network
Load) in any way relieve the Network Customer of its obligation to pay the
costs of transmission facilities constructed by the Transmission Provider and
charged to the Network Customer as reflected in the Service Agreement.
However, the Transmission Provider must treat any requested change in
Network Integration Transmission Service in a non-discriminatory manner.
31.6 Annual Load and Resource Information Updates:
The Network Customer shall provide the Transmission Provider with annual
updates of Network Load and Network Resource forecasts consistent with
those included in its Application for Network Integration Transmission
Service under Part III of the Tariff including, but not limited to, any
information provided under section 29.2(ix) pursuant to the Transmission
Provider’s planning process in Attachment K. The Network Customer also
shall provide the Transmission Provider with timely written notice of material
changes in any other information provided in its Application relating to the
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Network Customer's Network Load, Network Resources, its transmission
system or other aspects of its facilities or operations affecting the
Transmission Provider's ability to provide reliable service.
32 Additional Study Procedures For Network Integration Transmission
Service Requests
32.1 Notice of Need for System Impact Study:
After receiving a request for service, the Transmission Provider shall
determine on a non-discriminatory basis whether a System Impact Study is
needed and whether the Transmission Provider will study the impact of the
request in a Cluster Study. A description of the Transmission Provider’s
methodology for completing a System Impact Study is provided in
Attachment D. If the Transmission Provider determines that a System Impact
Study is necessary to accommodate the requested service, it shall so inform
the Eligible Customer, as soon as practicable, and shall inform the Eligible
Customer whether the Transmission Provider will study the impact of the
service request in a Cluster Study. If the Transmission Provider notifies the
Eligible Customer that a System Impact Study is needed to evaluate the
impact of the Application and that the Transmission Provider will perform a
Cluster Study pursuant to Section 32.6 to evaluate such impact, the Eligible
Customer may, at any time prior to the posting of the OASIS notice described
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in section 32.6(i), request in writing that the Transmission Provider study the
Application individually rather than in a Cluster Study, and the Transmission
Provider will offer the Eligible Customer a System Impact Study Agreement
pursuant to this Section and will otherwise process the Application on an
individual basis.
If (i) the Transmission Provider notifies the Eligible Customer that it will be
studying the service request individually rather than in a Cluster Study, or (ii)
the Eligible Customer requests in writing to be studied individually, the
Transmission Provider shall as soon as practicable, but no later than thirty (30)
days from the notification under (i) or receipt of the written request under (ii),
tender a System Impact Study Agreement pursuant to which the Eligible
Customer shall agree to reimburse the Transmission Provider for performing
the required System Impact Study. For a service request to remain a
Completed Application, the Eligible Customer shall execute the System
Impact Study Agreement and return it to the Transmission Provider within
fifteen (15) days. If the Eligible Customer elects not to execute the System
Impact Study Agreement, its Application shall be deemed withdrawn and its
deposit shall be returned, without interest, or the release of its escrow funds
authorized.
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32.1.1 Notice of Need for Environmental Review
If the Transmission Provider determines that environmental review is required
in response to a request for service, the Transmission Provider shall tender an
environmental review agreement as soon as practicable. Pursuant to such
agreement the Eligible Customer shall agree to reimburse the Transmission
Provider for performing the environmental review. The Eligible Customer
shall execute and return the environmental review agreement within 30 days
of receipt or its application shall be deemed withdrawn and its deposit, if any,
pursuant to Section 29.2, shall be returned, without interest, or the release of
its escrow funds authorized.
32.2 System Impact Study Agreement and Cost Reimbursement:
(i) The System Impact Study Agreement will clearly specify the
Transmission Provider's estimate of the actual cost, and time for
completion of the System Impact Study. The charge shall not
exceed the actual cost of the study. In performing the System
Impact Study, the Transmission Provider shall rely, to the extent
reasonably practicable, on existing transmission planning studies.
The Eligible Customer will not be assessed a charge for such
existing studies; however, the Eligible Customer will be
responsible for charges associated with any modifications to
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existing planning studies that are reasonably necessary to evaluate
the impact of the Eligible Customer's request for service on the
Transmission System.
(ii) If in response to multiple Eligible Customers requesting service in
relation to the same competitive solicitation, a single System
Impact Study is sufficient for the Transmission Provider to
accommodate the service requests, the costs of that study shall be
pro-rated among the Eligible Customers.
(iii) For System Impact Studies that the Transmission Provider
conducts on its own behalf, the Transmission Provider shall
record the cost of the System Impact Studies pursuant to Section
8.
32.3 System Impact Study Procedures:
[UNDER REVIEW]
32.4 Facilities Study Procedures:
If a System Impact Study indicates that additions or upgrades to the
Transmission System are needed to supply the Eligible Customer’s service
request, the Transmission Provider, within thirty (30) days of the completion
of the System Impact Study, shall tender to the Eligible Customer a Facilities
Study Agreement pursuant to which the Eligible Customer shall agree to
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reimburse the Transmission Provider for performing the required Facilities
Study. For a service request to remain a Completed Application, the Eligible
Customer shall execute the Facilities Study Agreement and return it to the
Transmission Provider within fifteen (15) days. If the Eligible Customer
elects not to execute the Facilities Study Agreement, its Application shall be
deemed withdrawn and its deposit shall be returned, without interest, or the
release of its escrow funds authorized. Upon receipt of an executed Facilities
Study Agreement, the Transmission Provider will use due diligence to
complete the required Facilities Study within a sixty (60) day period. If the
Transmission Provider is unable to complete the Facilities Study in the
allotted time period, the Transmission Provider shall notify the Eligible
Customer and provide an estimate of the time needed to reach a final
determination along with an explanation of the reasons that additional time is
required to complete the study. When completed, the Facilities Study will
include a good faith estimate of (i) the cost of Direct Assignment Facilities to
be charged to the Eligible Customer, (ii) the Eligible Customer’s appropriate
share of the cost of any required Network Upgrades, and (iii) the time required
to complete such construction and initiate the requested service. The Eligible
Customer shall provide the Transmission Provider with a letter of credit or
other reasonable form of security acceptable to the Transmission Provider
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equivalent to the costs of new facilities or upgrades consistent with
commercial practices as established by the Uniform Commercial Code.
Except as provided in section 29.6, the Eligible Customer shall have thirty
(30) days to execute a Service Agreement or request to initiate service in the
absence of an executed Service Agreement pursuant to Section 15.3 and
provide the required letter of credit or other form of security or the request no
longer will be a Completed Application and shall be deemed terminated and
withdrawn.
32.5 Study Metrics:
Section 19.9 defines how to calculate the percentage of non-Affiliates’ System
Impact Studies, Facilities Studies, and Cluster Studies processed outside the
study completion due diligence deadlines under Part II of the Tariff. The
same calculation applies to service under Part III of the Tariff.
32.6 Cluster Study
(i) Cluster Study Procedures
The Transmission Provider may conduct a Cluster Study on its own initiative
or in response to a written request by Eligible Customer(s) with pending
service request(s). If Eligible Customer(s) request a Cluster Study, the
Transmission Provider will determine, in its discretion, if it can reasonably
accommodate the request(s) and will notify such Eligible Customers of its
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decision. If the Transmission Provider decides to conduct a Cluster Study, it
will post notice of its decision on OASIS, and will provide reasonable advance
notification to Eligible Customers, including the eligibility of Applications for
the Cluster Study, the timing and process for conducting the study, the reasons
for the Cluster Study, and whether the Transmission Provider will require a
Precedent Transmission Service Agreement. For purposes of a Cluster Study,
the Transmission Provider may aggregate: (1) all Applications that are
submitted within a set time period, including Applications that were submitted
before the Transmission Provider notified Eligible Customers that it will
perform a Cluster Study, (2) all requests for service over a particular
transmission path, (3) all requests for service of at least a certain amount of
capacity, or (4) all requests that the Transmission Provider determines are
suitable for aggregation based on other appropriate criteria, including a
combination of criteria.
The Transmission Provider will require Eligible Customers with service
request(s) that the Transmission Provider identifies for a Cluster Study to sign
Cluster Study agreements or Precedent Transmission Service Agreements that
provide that the System Impact Study, Facilities Study, or environmental
review for the service request(s) will be performed as a Cluster Study. With
respect to a clustered System Impact Study or Facilities Study, the study will
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be performed in accordance with the procedures set forth in section 32.3 and
32.4 with the exception that the timeline for performing the System Impact
Study or Facilities Study will begin to run after the last date for any Eligible
Customer with service request(s) that the Transmission Provider identifies for
the Cluster Study to sign and return Cluster Study Agreements or Precedent
Transmission Services Agreements. With respect to a Cluster Study that
includes aggregate study of system impacts and needed facilities, the
Transmission Provider will initiate the Cluster Study within 14 days of the
later of (i) the due date for the Precedent Transmission Service Agreement
(PTSA) or (ii) the due date for providing performance assurance as required
by the PTSA. The Transmission Provider will use due diligence to complete
the Cluster Study within 120 days from such date. If the Transmission
Provider is unable to complete the Cluster Study within the applicable
timeline, the Transmission Provider will notify the Eligible Customers in the
Cluster Study and provide an estimate of the time needed to complete the
study along with an explanation of the reasons that additional time is required.
(ii) Cluster Study Agreement
The Transmission Provider will require Eligible Customers with service
request(s) that the Transmission Provider identifies for a Cluster Study to sign
Cluster Study agreements for the service request(s) unless the Transmission
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Provider requires such Eligible customers to sign Precedent Transmission
Service Agreements for the service request(s) under Section 32.6(iii). The
Transmission Provider may conduct a Cluster Study for which the
Transmission Provider requires Eligible Customers to sign Cluster Study
agreements when: (1) preliminary analysis indicates that constructing new
facilities or upgrades that the study identifies would facilitate providing
service to multiple pending service requests; (2) preliminary analysis indicates
that the Cluster Study would benefit the integration of new renewable
resources; (3) at least one Eligible Customer requests that the Transmission
Provider perform a Cluster Study pursuant to Section 32.6(i); or (4) the
Transmission Provider determines based on other appropriate criteria that
conducting a Cluster Study will facilitate providing service.
The Cluster Study agreement will describe the scope of the Cluster Study. An
Eligible Customer must sign and return the Cluster Study agreement within 15
days of receipt. If an Eligible Customer fails to sign and return the Cluster
Study agreement by the deadline stated in this paragraph or to advance fund
the study costs, the Eligible Customer’s service request(s) will be deemed
withdrawn, the Transmission Provider will give the request(s) no further
consideration, and the Eligible Customer’s deposit provided pursuant to
section 29.2 will be returned, without interest, or the release of its escrow
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funds authorized.
A Cluster Study agreement will include the Transmission Provider’s good
faith estimate of the actual study costs and will require each Eligible Customer
with service request(s) in the Cluster Study to advance fund a percentage of
the study costs equal to the megawatts of the Eligible Customer’s service
request(s) divided by the total number of megawatts of all service requests
included in the Cluster Study. Upon completing the Cluster Study, the
Transmission Provider will determine the actual study costs. If the aggregate
amount of the advance funding differs from the actual costs of the Cluster
Study, the Transmission Provider will request additional funds from, or refund
the excess amount to, the Eligible Customers with service request(s) in the
Cluster Study, in proportion to the amounts previously advanced by each
Eligible Customer. Eligible Customers must advance additional funds
requested, if any, within 30 days of the request.
An Eligible Customer that has signed a Cluster Study agreement may opt out
of a Cluster Study by withdrawing its service request(s) on OASIS. An
Eligible Customer that withdraws service request(s) on OASIS after signing a
Cluster Study agreement will remain liable for its percentage of the study
costs and will be liable for any costs of re-study or analysis that result from
the Eligible Customer opting out.
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(iii) Precedent Transmission Service Agreement
The Transmission Provider may require Eligible Customers with service
request(s) that the Transmission Provider identifies for a Cluster Study to sign
Precedent Transmission Service Agreements for the service request(s). The
Transmission Provider will bear the costs of a Cluster Study for service
requests for which Eligible Customers sign Precedent Transmission Service
Agreements, and the Transmission Provider will not require Eligible
Customers to also sign Cluster Study agreements for such a study.
The Precedent Transmission Service Agreements will obligate the Eligible
Customers to take transmission service at the Base Charge in the Transmission
Provider’s Network Integration rate schedule if the Transmission Provider
satisfies conditions in the agreement that will include, but will not necessarily
be limited to (1) determining in its discretion that it may reasonably provide
transmission service at such rate, after considering, without limitation, the
amount of subscription under Precedent Transmission Service Agreements
and the benefits to the Transmission System of any new facilities needed to
provide service to the service requests in the Cluster Study, and (2) in the
event that the Transmission Provider must construct new facilities or facility
upgrades to provide the requested service, the Transmission Provider decides,
after completing environmental review, to build such facilities.
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The Transmission Provider will provide Eligible Customers at least 15 days to
sign and return the Precedent Transmission Service Agreements. If an
Eligible Customer fails to sign and return the Precedent Transmission Service
Agreement by the deadline that the Transmission Provider establishes or to
meet any requirement specified in such agreement, the Eligible Customer’s
service request(s) will be deemed withdrawn, the Transmission Provider will
give the service request(s) no further consideration, and the Eligible
Customer’s deposit provided pursuant to section 29.2 will be returned, without
interest, or the release of its escrow funds authorized.
An Eligible Customer that signs a Precedent Transmission Service Agreement
will provide security equivalent to the charges for twelve months of service
for the Eligible Customer’s service request(s), except that the Eligible
Customer will not provide security if the Eligible Customer has a Network
Integration Transmission Service Agreement, the service request for which the
Eligible Customer signs a Precedent Transmission Service Agreement is for
transmission of a new Network Resource, and the Eligible Customer submits a
statement signed by an authorized officer or agent of the Eligible Customer
attesting that (1) the Eligible Customer owns the resource, has committed to
purchase generation pursuant to an executed contract, or has committed to
purchase generation where execution of a contract is contingent upon the
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availability of transmission service under Part III of the Tariff; and (2) the
Network Resources do not include any resources, or any portion thereof, that
are committed for sale to non-designated third party load or otherwise cannot
be called upon to meet the Eligible Customer’s Network Load on a non-
interruptible basis. A security deposit provided pursuant to this paragraph will
be made either (1) to the Transmission Provider (which shall not earn
interest), or (2) into an escrow fund set up by the Transmission Customer
consistent with the provisions of the Precedent Transmission Service
Agreement.
The Transmission Provider will provide Eligible Customers that are offered a
Precedent Transmission Service Agreement the option under such agreement
to extend the term of service initially requested by the customers without
filing a new Application. An extension of the term of service pursuant to this
paragraph will not be subject to competition under section 2.2.
33 Load Shedding and Curtailments
33.1 Procedures:
Prior to the Service Commencement Date, the Transmission Provider and the
Network Customer shall establish Load Shedding and Curtailment procedures
pursuant to the Network Operating Agreement with the objective of
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responding to contingencies on the Transmission System and on systems
directly and indirectly interconnected with Transmission Provider’s
Transmission System. The Parties will implement such programs during any
period when the Transmission Provider determines that a system contingency
exists and such procedures are necessary to alleviate such contingency. The
Transmission Provider will notify all affected Network Customers in a timely
manner of any scheduled Curtailment.
33.2 Transmission Constraints:
During any period when the Transmission Provider determines that a
transmission constraint exists on the Transmission System, and such
constraint may impair the reliability of the Transmission Provider's system,
the Transmission Provider will take whatever actions, consistent with Good
Utility Practice, that are reasonably necessary to maintain the reliability of the
Transmission Provider's system. To the extent the Transmission Provider
determines that the reliability of the Transmission System can be maintained
by redispatching resources, the Transmission Provider may redispatch
available Federal Columbia River Power System resources or it may initiate
procedures pursuant to the Network Operating Agreement to redispatch all
Network Resources and the Transmission Provider's own resources on a least-
cost basis without regard to the ownership of such resources. Any redispatch
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of Network Resources under this section may not unduly discriminate
between the Transmission Provider's use of the Transmission System on
behalf of its Native Load Customers and any Network Customer's use of the
Transmission System to serve its designated Network Load.
33.3 Cost Responsibility for Relieving Transmission Constraints:
Whenever the Transmission Provider implements redispatch of available
Federal Columbia River Power System resources or least-cost redispatch
procedures of Network Resources in response to a transmission constraint, the
Transmission Provider and Network Customers will each bear a proportionate
share of the total redispatch cost based on their respective Network Load.
33.4 Curtailments of Scheduled Deliveries:
[UNDER REVIEW]
33.5 Allocation of Curtailments:
The Transmission Provider shall, on a non-discriminatory basis, Curtail the
transaction(s) that effectively relieve the constraint. However, to the extent
practicable and consistent with Good Utility Practice, any Curtailment will be
shared by the Transmission Provider and Network Customer in proportion to
their respective Network Load.
The Transmission Provider shall not direct the Network Customer to Curtail
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schedules to an extent greater than the Transmission Provider would Curtail
the Transmission Provider’s schedules under similar circumstances.
33.6 Load Shedding:
To the extent that a system contingency exists on the Transmission Provider's
Transmission System and the Transmission Provider determines that it is
necessary for the Transmission Provider and the Network Customer to shed
load, the Parties shall shed load in accordance with previously established
procedures under the Network Operating Agreement.
33.7 System Reliability:
Notwithstanding any other provisions of this Tariff, the Transmission Provider
reserves the right, consistent with Good Utility Practice and on a not unduly
discriminatory basis, to Curtail Network Integration Transmission Service
without liability on the Transmission Provider's part for the purpose of making
necessary adjustments to, changes in, or repairs on its lines, substations and
facilities, and in cases where the continuance of Network Integration
Transmission Service would endanger persons or property. In the event of
any adverse condition(s) or disturbance(s) on the Transmission Provider's
Transmission System or on any other system(s) directly or indirectly
interconnected with the Transmission Provider's Transmission System, the
Transmission Provider, consistent with Good Utility Practice, also may Curtail
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Network Integration Transmission Service in order to (i) limit the extent or
damage of the adverse condition(s) or disturbance(s), (ii) prevent damage to
generating or transmission facilities, or (iii) expedite restoration of service.
The Transmission Provider will give the Network Customer as much advance
notice as is practicable in the event of such Curtailment. Any Curtailment of
Network Integration Transmission Service will be not unduly discriminatory
relative to the Transmission Provider's use of the Transmission System on
behalf of its Native Load Customers. The Transmission Provider shall specify
the rate treatment and all related terms and conditions applicable in the event
that the Network Customer fails to respond to established Load Shedding and
Curtailment procedures.
34 Rates and Charges
The Transmission Customer shall pay for Network Integration Transmission
Service and Ancillary Services provided under Part III of this Tariff as provided
for in the rates determined pursuant to Section 7 of the Northwest Power Act. In
addition, the Network Customer shall pay the Transmission Provider for any
Direct Assignment Facilities, and applicable study costs, consistent with
Commission policy.
34.1 Monthly Demand Charge:
(Intentionally Omitted).
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34.2 Determination of Network Customer's Monthly Network Load:
(Intentionally Omitted).
34.3 Determination of Transmission Provider's Monthly Transmission
System Load:
(Intentionally Omitted).
34.4 Redispatch Charge:
(Intentionally Omitted).
34.5 Stranded Cost Recovery:
The Transmission Provider may seek to recover stranded costs from the
Network Customer pursuant to this Tariff and pursuant to Section 7 of the
Northwest Power Act.
35 Operating Arrangements
35.1 Operation under The Network Operating Agreement:
The Network Customer shall plan, construct, operate and maintain its facilities
in accordance with Good Utility Practice and in conformance with the
Network Operating Agreement.
35.2 Network Operating Agreement:
The terms and conditions under which the Network Customer shall operate its
facilities and the technical and operational matters associated with the
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implementation of Part III of the Tariff shall be specified in the Network
Operating Agreement. The Network Operating Agreement shall provide for
the Parties to
(i) operate and maintain equipment necessary for integrating the Network
Customer within the Transmission Provider’s Transmission System
(including, but not limited to, remote terminal units, metering,
communications equipment and relaying equipment),
(ii) transfer data between the Transmission Provider and the Network
Customer (including, but not limited to, heat rates and operational
characteristics of Network Resources, generation schedules for units outside
the Transmission Provider’s Transmission System, interchange schedules, unit
outputs for redispatch required under Section 33, voltage schedules, loss
factors and other real time data),
(iii) use software programs required for data links and constraint dispatching,
(iv) exchange data on forecasted loads and resources necessary for long-term
planning, and
(v) address any other technical and operational considerations required for
implementation of Part III of the Tariff, including scheduling protocols.
The Network Operating Agreement will recognize that the Network Customer
shall either
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(i) operate as a Control Area under applicable guidelines of the Electric
Reliability Organization (ERO) as defined in 18 C.F.R. § 39.1, the regional
reliability organization, and the Northwest Power Pool (NWPP),
(ii) satisfy its Control Area requirements, including all necessary Ancillary
Services, by contracting with the Transmission Provider, or
(iii) satisfy its Control Area requirements, including all necessary Ancillary
Services, by contracting with another entity, consistent with Good Utility
Practice, which satisfies the applicable reliability guidelines of the ERO, the
regional reliability organization, and the NWPP.
The Transmission Provider shall not unreasonably refuse to accept contractual
arrangements with another entity for Ancillary Services. The Network
Operating Agreement is included in Attachment G.
35.3 Network Operating Committee:
A Network Operating Committee (Committee) shall be established to
coordinate operating criteria for the Parties' respective responsibilities under
the Network Operating Agreement. Each Network Customer shall be entitled
to have at least one representative on the Committee. The Committee shall
meet from time to time as need requires, but no less than once each calendar
year.
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IV MISCELLANEOUS PROVISIONS
36 Oversupply Management Protocol
The Oversupply Management Protocol will apply when Transmission
Provider displaces generation in its Control Area with generation from the
federal hydroelectric system in order to moderate total dissolved gas levels in
the Columbia River. When Transmission Provider determines that it is
probable that the total dissolved gas levels measured by the U.S. Army Corps
of Engineers will exceed, or when they do exceed, Oregon and Washington
water quality standards at projects that are spilling past unloaded turbines, the
Transmission Provider has the right to initiate the Oversupply Management
Protocol in Attachment P. All Transmission Customers that own or operate
generating facilities in Transmission Provider’s Control Area and all
generators that own or operate generating facilities in Transmission Provider’s
Control Area shall act in accordance with the Oversupply Management
Protocol in Attachment P. Attachment P shall not apply to curtailments under
sections 13.6, 14.7, or 33.
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SCHEDULE 1
Scheduling, System Control and Dispatch Service
This service is required to schedule the movement of power through, out of,
within, or into a Control Area. This service can be provided only by the operator
of the Control Area in which the transmission facilities used for transmission
service are located. Scheduling, System Control and Dispatch Service is to be
provided directly by the Transmission Provider (if the Transmission Provider is the
Control Area operator) or indirectly by the Transmission Provider making
arrangements with the Control Area operator that performs this service for the
Transmission Provider’s Transmission System. The Transmission Customer must
purchase this service from the Transmission Provider or the Control Area operator.
The charges for Scheduling, System Control and Dispatch Service are to be based
on the rate set forth in the Transmission Provider’s Schedule ACS-20, Ancillary
Services and Control Area Services Rate, or its successor. To the extent the
Control Area operator performs this service for the Transmission Provider, charges
to the Transmission Customer are to reflect only a pass-through of the costs
charged to the Transmission Provider by that Control Area operator.
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SCHEDULE 2
Reactive Supply and Voltage Control from
Generation or Other Sources Service
Reactive Supply and Voltage Control from Generation or Other Sources
Service
In order to maintain transmission voltages on the Transmission Provider's transmission
facilities within acceptable limits, generation facilities and non-generation resources
capable of providing this service that are under the control of the control area operator are
operated to produce (or absorb) reactive power. Thus, Reactive Supply and Voltage
Control from Generation or Other Sources Service must be provided for each transaction
on the Transmission Provider's transmission facilities. The amount of Reactive Supply
and Voltage Control from Generation or Other Sources Service that must be supplied
with respect to the Transmission Customer's transaction will be determined based on the
reactive power support necessary to maintain transmission voltages within limits that are
generally accepted in the region and consistently adhered to by the Transmission
Provider.
Reactive Supply and Voltage Control from Generation or Other Sources Service is to be
provided directly by the Transmission Provider (if the Transmission Provider is the
Control Area operator) or indirectly by the Transmission Provider making arrangements
with the Control Area operator that performs this service for the Transmission Provider’s
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Transmission System. The Transmission Customer must purchase this service from the
Transmission Provider or the Control Area operator. The charges for such service will be
based on the rate set forth in the Transmission Provider’s Schedule ACS-20, Ancillary
Services and Control Area Services Rate, or its successor. To the extent the Control Area
operator performs this service for the Transmission Provider, charges to the Transmission
Customer are to reflect only a pass-through of the costs charged to the Transmission
Provider by the Control Area operator.
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SCHEDULE 3
Regulation and Frequency Response Service
Regulation and Frequency Response Service is necessary to provide for the
continuous balancing of resources (generation and interchange) with load and for
maintaining scheduled Interconnection frequency at sixty cycles per second (60 Hz).
Regulation and Frequency Response Service is accomplished by committing on-line
generation whose output is raised or lowered (predominantly through the use of
automatic generating control equipment) and by other non-generation resources capable
of providing this service as necessary to follow the moment-by-moment changes in load.
The obligation to maintain this balance between resources and load lies with the
Transmission Provider (or the Control Area operator that performs this function for the
Transmission Provider). The Transmission Provider must offer this service when the
transmission service is used to serve load within its Control Area. The Transmission
Customer must either purchase this service from the Transmission Provider or make
alternative comparable arrangements to satisfy its Regulation and Frequency Response
Service obligation.
The Transmission Provider will take into account the speed and accuracy of
regulation resources in its determination of Regulation and Frequency Response reserve
requirements, including as it reviews whether a self-supplying Transmission Customer
has made alterative comparable arrangements. Upon request by the self-supplying
Transmission Customer, the Transmission Provider will share with the Transmission
Customer its reasoning and any related data used to make the determination of whether
the Transmission Customer has made alternative comparable arrangements.
The amount of and charges for Regulation and Frequency Response Service rate
set forth in the Transmission Provider’s Schedule ACS-20 in BPA’s ”Transmission,
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Ancillary, and Control Area Service Rate Schedules and General Rate Schedule
Provisions”, or its successor. To the extent the Control Area operator performs this
service for the Transmission Provider, charges to the Transmission Customer are to
reflect only a pass-through of the costs charged to the Transmission Provider by that
Control Area operator.
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SCHEDULE 4
Energy Imbalance Service
Energy Imbalance Service is provided when a difference occurs between the
scheduled and the actual delivery of energy to a load located within a Control Area over a
scheduling period. The Transmission Provider must offer this service when the
transmission service is used to serve load within its Control Area. The Transmission
Customer must either purchase this service from the Transmission Provider or make
alternative comparable arrangements, which may include use of non-generation resources
capable of providing this service, to satisfy its Energy Imbalance Service obligation. To
the extent the Control Area operator performs this service for the Transmission Provider,
charges to the Transmission Customer are to reflect only a pass-through of the costs
charged to the Transmission Provider by that Control Area operator. The charges for
Energy Imbalance Service are set forth in the Transmission Provider’s Schedule ACS-20,
Ancillary Services and Control Area Services Rate, or its successor.
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SCHEDULE 5
Operating Reserve - Spinning Reserve Service
Spinning Reserve Service is needed to serve load immediately in the event of a
system contingency. Spinning Reserve Service may be provided by generating units that
are on-line and loaded at less than maximum output and by non-generation resources
capable of providing this service. The Transmission Provider must offer this service to
meet the Transmission Customer’s Spinning Reserve Service obligation determined in
accordance with applicable standards of the ERO or regional reliability organization.
The Transmission Customer must either purchase this service from the Transmission
Provider or make alternative comparable arrangements to satisfy its Spinning Reserve
Service obligation. The amount of and charges for Spinning Reserve Service are set forth
in the Transmission Provider’s Schedule ACS-20, Ancillary Services and Control Area
Services Rate, or its successor. To the extent the Control Area operator performs this
service for the Transmission Provider, charges to the Transmission Customer are to
reflect only a pass-through of the costs charged to the Transmission Provider by that
Control Area operator.
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SCHEDULE 6
Operating Reserve - Supplemental Reserve Service
Supplemental Reserve Service is needed to serve load in the event of a system
contingency; however, it is not available immediately to serve load but rather within a
short period of time. Supplemental Reserve Service may be provided by generating units
that are on-line but unloaded, by quick-start generation or by interruptible load or other
non-generation resources capable of providing this service. The Transmission Provider
must offer this service to meet the Transmission Customer’s Supplemental Reserve
Service obligation determined in accordance with applicable standards of the ERO or
regional reliability organization. The Transmission Customer must either purchase this
service from the Transmission Provider or make alternative comparable arrangements to
satisfy its Supplemental Reserve Service obligation. The amount of and charges for
Supplemental Reserve Service are set forth in the Transmission Provider’s Schedule
ACS-20, Ancillary Services and Control Area Services Rate, or its successor. To the
extent the Control Area operator performs this service for the Transmission Provider,
charges to the Transmission Customer are to reflect only a pass-through of the costs
charged to the Transmission Provider by that Control Area operator.
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SCHEDULE 7
Long-Term Firm and Short-Term Firm Point-To-Point
Transmission Service
The Transmission Customer shall compensate the Transmission Provider
pursuant to the Transmission Provider’s 2020 Transmission and Ancillary Service Rate
Schedules, or ACS-20, successor rate schedules.
2) Discounts: Three principal requirements apply to discounts for
transmission service as follows (1) any offer of a discount made by the Transmission
Provider must be announced to all Eligible Customers solely by posting on the OASIS,
(2) any customer-initiated requests for discounts (including requests for use by one’s
wholesale merchant or an Affiliate’s use) must occur solely by posting on the OASIS,
and (3) once a discount is negotiated, details must be immediately posted on the OASIS.
For any discount agreed upon for service on a path, from point(s) of receipt to point(s) of
delivery, the Transmission Provider must offer the same discounted transmission service
rate for the same time period to all Eligible Customers on all unconstrained transmission
paths that go to the same point(s) of delivery on the Transmission System.
3) Resales: The rates and rules governing discounts stated above shall not
apply to resales of transmission service, compensation for which shall be governed by
Section 23.1 of the Tariff.
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SCHEDULE 8
Non-Firm Point-To-Point Transmission Service
The Transmission Customer shall compensate the Transmission Provider
pursuant to the Transmission Provider’s 2020 Transmission and Ancillary Service Rate
Schedules, or ACS-20, successor rate schedules.
2) Discounts: Three principal requirements apply to discounts for transmission
service as follows (1) any offer of a discount made by the Transmission Provider must be
announced to all Eligible Customers solely by posting on the OASIS, (2) any customer-
initiated requests for discounts (including requests for use by one’s wholesale merchant
or an Affiliate’s use) must occur solely by posting on the OASIS, and (3) once a discount
is negotiated, details must be immediately posted on the OASIS. For any discount agreed
upon for service on a path, from point(s) of receipt to point(s) of delivery, the
Transmission Provider must offer the same discounted transmission service rate for the
same time period to all Eligible Customers on all unconstrained transmission paths that
go to the same point(s) of delivery on the Transmission System.
3) Resales: The rates and rules governing discounts stated above shall not
apply to resales of transmission service, compensation for which shall be governed by
Section 23.1 of the Tariff.
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SCHEDULE 9
Generator Imbalance Service
Generator Imbalance Service is provided when a difference occurs between
the output of a generator located in the Transmission Provider’s Control Area and a
delivery schedule from that generator to (1) another Control Area or (2) a load within the
Transmission Provider’s Control Area over a scheduling period. Pursuant to Schedule
10, the Transmission Provider must offer the amount of balancing reserve capacity
forecasted for this service, to the extent it is physically feasible to do so from its
resources or from resources available to it, when transmission service is used to deliver
energy from a generator located within its Control Area.
The Transmission Customer must either purchase this service from the
Transmission Provider or make alternative comparable arrangements, which may include
use of non-generation resources capable of providing this service, to satisfy its Generator
Imbalance Service obligation.
The charges for Generator Imbalance Service are set forth in BPA’s
“Transmission Ancillary, and Control Area Services Rate Schedules, and General Rate
Schedule Provisions,” ACS-20, or their successor.
To the extent the Control Area Operator performs this service for the Transmission
Provider, charges to the Transmission Customer are to reflect only a pass-through of the
costs charged to the Transmission Provider by that Control Area Operator.
For purposes of this Schedule 9, the Transmission Provider may bill a Generator
owner or operator directly for this service in lieu of billing the Transmission Customer,
pursuant to an interconnection agreement or other arrangement. In that case, the
generator owner or operator will be deemed to be a “Transmission Customer” for the
purposes of this schedule.
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The Transmission Provider may charge the Transmission Customer a penalty for
generator imbalances under this Schedule or a penalty for energy imbalances under
Schedule 4 for imbalances occurring during the same scheduling period, but not both
unless the imbalances aggravate rather than offset each other.
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SCHEDULE 10
Capacity for Generator Balancing Services
Capacity for Generator Balancing Services is necessary to ensure the capacity is available
to provide the energy for service under Schedule 9, Generator Imbalance Service, as well
as to provide regulation and frequency response for generation, in order to maintain
scheduled Interconnection frequency at sixty cycles per second (60 Hz). The obligation
to maintain the capacity under this schedule 10 lies with the Transmission Provider (or
the Balancing Authority that performs this function for the Transmission Provider).
The Transmission Provider must offer to provide this service to generation electrically
located in the Transmission Provider’s Control Area. Consistent with the study
methodology contained in the Balancing Reserve business practice, the Transmission
Provider will establish a forecast of the quantity of balancing reserve capacity needed to
provide this service. The Transmission Provider will offer to provide such service up to
the forecast quantity from its resources or resources available to it.
The Transmission Customer must either purchase this capacity for generator balancing
services from the Transmission Provider or make alternative comparable arrangements,
to satisfy its obligation.
The charges for Capacity for Generator Balancing Services are set forth in BPA’s
“Transmission, Ancillary, and Control Area Services Rate Schedules and General Rate
Schedule Provisions,” ACS-20, or its successor. To the extent the Balancing Authority
performs this service for the Transmission Provider charges to the Transmission
Customer are to reflect only a pass-through of the costs charged to the Transmission
Provider by that Balancing Authority.
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The Transmission Provider may charge the Transmission Customer for Capacity for
Generator Balancing Service under this Schedule and for Frequency and Response
Service under Schedule 3, since Capacity needs for load and generation may aggravate
rather than offset each other.
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ATTACHMENT A
Form Of Service Agreement For
Firm Point-To-Point Transmission Service Service Agreement No. XXTX-XXXXX
ATTACHMENT A
Form of Service Agreement for
Point-to-Point Transmission Service
SERVICE AGREEMENT
for
POINT-TO-POINT
TRANSMISSION SERVICE
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
And
(CUSTOMER NAME)
1. This Service Agreement is entered into, by and between the Bonneville Power
Administration Transmission Services (Transmission Provider) and (Customer Name)
(Transmission Customer).
2. The Transmission Customer has been determined by the Transmission Provider to have a
Completed Application for Point-to-Point (PTP) Transmission Service under the
Transmission Provider’s Open Access Transmission Tariff (Tariff).
3. The Transmission Customer has provided to the Transmission Provider a deposit, if
applicable, unless such deposit has been waived by the Transmission Provider, for Firm
Point-to-Point Transmission Service in accordance with the provisions of Section 17.3 of
the Tariff.
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4. Service under this Service Agreement for a transaction shall commence on the later of (1)
the Service Commencement Date as specified by the Transmission Customer in a
subsequent request for transmission service, or (2) the date on which construction of any
Direct Assignment Facilities and/or Network Upgrades are completed. This Service
Agreement shall terminate on such date as mutually agreed upon by the Parties.
5. The Transmission Provider agrees to provide and the Transmission Customer agrees to
take and pay for Point-to-Point Transmission Service in accordance with the provisions
of Part II of the Tariff and this Service Agreement.
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6. Any notice or request made to or by either Party regarding this Service Agreement shall
be made to the representative of the other Party as indicated in Exhibit D.
7. The Tariff, Exhibit A (Transmission Service Request), Exhibit B (Direct Assignment and
Use-of-Facilities Charges), Exhibit C (Ancillary Service Charges), Exhibit D (Notices),
and Exhibit E (Creditworthiness and Prepayment) are incorporated herein and made a
part hereof. Capitalized terms not defined in this Service Agreement are defined in the
Tariff.
8. This Service Agreement shall be interpreted, construed, and enforced in accordance with
Federal law.
9. This Service Agreement shall inure to the benefit of and be binding upon the Parties and
their respective successors and assigns.
10. The Transmission Customer and the Transmission Provider agree that provisions of
Section 3201(i) of Public Law 104-134 (Bonneville Power Administration Refinancing
Act) are incorporated in their entirety and hereby made a part of this Service Agreement.
11. Section 202 of Executive Order No. 11246, 30 Fed. Reg. 12319 (1965), as amended by
Executive Order No. 12086, 43 Fed. Reg. 46501 (1978), as amended or supplemented,
which provides, among other things, that the Transmission Customer will not
discriminate against any employee or applicant for employment because of race, color,
religion, sex, or national origin, is incorporated by reference in the Service Agreement the
same as if the specific language had been written into the Service Agreement, except that
Indian Tribes and tribal organizations may apply Indian preference to the extent
permitted by Federal law.
IN WITNESS WHEREOF, the Parties have caused this Service Agreement to be executed by
their respective authorized officials.
(CUSTOMER NAME) UNITED STATES OF AMERICA Department of Energy
Bonneville Power Administration
By: By:
Name: Name: (Print/Type) (Print/Type)
Title: Title: Transmission Account Executive
Date: Date:
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EXHIBIT A
SPECIFICATIONS FOR LONG-TERM
FIRM POINT-TO-POINT TRANSMISSION SERVICE
TRANSMISSION SERVICE REQUEST
Assign Ref is:___________
1. TERM OF TRANSACTION
Service Commencement Date:
Termination Date:
2. DESCRIPTION OF CAPACITY AND ENERGY TO BE TRANSMITTED BY
TRANSMISSION PROVIDER AND MAXIMUM AMOUNT OF CAPACITY AND
ENERGY TO BE TRANSMITTED (RESERVED CAPACITY)
3. POINT(S) OF RECEIPT
4. POINT(S) OF DELIVERY
5. DESIGNATION OF PARTY(IES) SUBJECT TO RECIPROCAL SERVICE
6. NAMES OF ANY INTERVENING SYSTEMS PROVIDING TRANSMISSION
SERVICE
7. SERVICE AGREEMENT CHARGES
Service under this Service Agreement will be subject to some combination of the
charges detailed below and in Exhibits B and C. (The appropriate charges for
transactions will be determined in accordance with the terms and conditions of the
Tariff.)
7.1 Transmission Charge: [all applicable charges or discounts shall be identified]
7.2 System Impact and/or Facilities Study Charge(s):
7.3 Direct Assignment Facilities Charges:
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7.4 Ancillary Service Charges:
8. OTHER PROVISIONS SPECIFIC TO THIS SERVICE AGREEMENT
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EXHIBIT B
DIRECT ASSIGNMENT AND USE-OF-FACILITIES CHARGES
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EXHIBIT C
ANCILLARY SERVICE CHARGES
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EXHIBIT D
NOTICES
1. NOTICES RELATING TO PROVISIONS OF THE SERVICE AGREEMENT
Any notice or other communication related to this Service Agreement, other than notices
of an operating nature (section 2 below), shall be in writing and shall be deemed to have
been received if delivered in person, by First Class mail, by facsimile or sent by
overnight delivery service.
2. NOTICES OF AN OPERATING NATURE
Any notice, request, or demand of an operating nature by the Transmission Provider or
the Transmission Customer shall be made either orally or in writing by First Class mail or
by facsimile.
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EXHIBIT E
CREDITWORTHINESS AND PREPAYMENT
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ATTACHMENT B
Form Of Service Agreement For Non-Firm Point-To-Point
Transmission Service
(Intentionally Omitted)
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ATTACHMENT C
Methodology To Assess Available Transfer Capability
The Transmission Provider will compute ATC and AFC consistent with applicable
Commission, NERC, and WECC criteria and may modify its ATC and AFC
methodologies from time to time. The Transmission Provider may require the
Transmission Customer to submit forecasts of loads and generation that are reasonably
necessary to enable the Transmission Provider to compute ATC and AFC. The
Transmission Provider’s ATC and AFC methodologies, which are referenced generally
throughout this Attachment C, are described in detail in: (a) for the period that begins
with the current hour and extending through month 13, the ATC Implementation
Document; and (b) for the period beyond 13 months and extending through the posting
period (planning time period), the ATC and AFC Methodologies for the Planning Time
Period. These methodology documents and the process flow diagram are posted on the
ATC Methodology Page of the Transmission Provider’s web site at
http://transmission.bpa.gov/business/atc_methodology/. The Transmission Provider’s
OASIS contains a link to this site.
The Transmission Provider uses a Rated System Path (contract path) methodology to
calculate ATC on external interconnections, interties and some paths internal to BPA’s
network. Under this methodology, Firm ATC = TTC – ETCFirm – TRM – CBM +
Postbacks + Counterflows. Non-Firm ATC = TTC – ETCFirm – ETCNonFirm – TRM –
CBM + Postbacks + Counterflows. This methodology and a list of the paths for which
ATC is calculated are described in the Transmission Provider’s ATC methodology
documents.
The Transmission Provider uses a Flowgate methodology on the network flowgates.
Under this methodology as well, Firm AFC = TFC – ETCFirm – TRM – CBM + Postbacks
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+ Counterflows. Non-Firm AFC = TFC – ETCFirm – ETCNonFirm – TRM – CBM +
Postbacks + Counterflows. This methodology and a list of the network flowgates are
described in the Transmission Provider’s AFC methodology documents.
BPA calculates the ATC and AFC components consistent with applicable NERC
reliability standards. The explanation of the ATC and AFC components is as follows:
(1) Total Transfer Capability (TTC) and Total Flowgate Capability (TFC) are the
amount of electric power that can be transferred over the interconnected transmission
network in a reliable manner under specified system conditions. The Transmission
Provider calculates TTC and TFC consistent with applicable NERC MOD Reliability
Standards and the WECC Path Rating Process. The methodology and assumptions used
to determine TTC and TFC are described in the Transmission Provider’s ATC and AFC
methodology documents.
(2) Existing Transmission Commitments (ETC) are the committed uses of the system,
which include the firm and non-firm capacity set aside to serve Point-to-Point Service
Agreements, Network Integration Service Agreements, pre-Order 888 grandfathered
agreements, and other commitments made pursuant to the Transmission Provider’s
statutory and treaty obligations (such as the delivery of power from the Federal system to
irrigation districts associated with the United States Bureau of Reclamation (USBR)
projects and the return of energy to Canada under the Columbia River Treaty, described
further below). The Transmission Provider assumes a Transmission Customer with a
Transmission Service contract containing the right of first refusal will take or continue to
take transmission service when that contract expires or is eligible for renewal, unless
otherwise notified by the Transmission Customer. The methodology for determining
ETC is described in the Transmission Provider’s ATC and AFC methodology documents.
For purposes of calculating firm ETC, the Transmission Provider:
(a) is obligated by statute and contract with USBR to provide power from the Federal
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system to several irrigation districts associated with USBR projects in the Pacific
Northwest and considers the delivery of power to these irrigation districts to be a
committed use.
(b) is obligated by the Columbia River Treaty, a treaty between the United States and
Canada, to return energy to Canada and considers the return of energy to Canada under
the Columbia River Treaty to be a committed use. If the Columbia River Treaty is
amended, the Transmission Provider will continue to consider the return of energy to
Canada under the amended Treaty to be a committed use. If the Columbia River Treaty
is terminated, the Transmission Provider will continue to consider the return of energy to
Canada to be a committed use , until either (i) a new or replacement treaty is in effect, or
(ii) the Transmission Provider issues a notice that the Columbia River Treaty is no longer
considered a committed use. If a new or replacement treaty is in effect, the ETC being
held by the Transmission Provider for the Columbia River Treaty shall be assigned to the
new or replacement treaty consistent with the terms of any return obligation in the new or
replacement treaty. In that case, any ETC being held for the Columbia River Treaty in
excess of what is needed for the new or replacement treaty will be released to ATC and
AFC inventory.
(c) includes a margin (ATC Methodology Margin) for the network flowgates during the
planning time period to address uncertainties for calculating ETC in the planning time
period. The Transmission Provider no longer includes this margin during the period that
begins with the current hour and extending through month 13. The ATC Methodology
Margin is described in the Transmission Provider’s ATC and AFC methodology
documents.
(3) Transmission Reliability Margin (TRM) is the amount of transfer capability necessary
to provide a reasonable level of assurance that the interconnected transmission network
will be secure under a broad range of uncertainties in system conditions. The TRM
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methodology and assumptions for the paths and flowgates for which TRM is
implemented are described in the Transmission Provider’s TRM Implementation
Document posted on the ATC Methodology Page of the Transmission Provider’s web
site.
() The Transmission Provider does not set aside transfer capability for Capacity
Benefit Margin (CBM). Because the Transmission Provider does not implement CBM
on any paths or flowgates, the Transmission Provider does not have procedures for
reevaluating its CBM needs.
(5) Postbacks are changes to ATC and AFC due to a change in the use of a transmission
reservation and are described in the Transmission Provider’s ATC and AFC methodology
documents.
(6) Counterflows are changes to ATC and AFC and are described in the Transmission
Provider’s ATC and AFC methodology documents.
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ATTACHMENT D
Methodology for Completing a System Impact Study
Methodology for Completing a System Impact Study
The Transmission Provider will complete a System Impact Study (SIS) to assess the
impact of a Transmission Service request on the Federal Columbia River Transmission System.
The SIS will identify the need and approximate scope of system expansion to accommodate the
requested service. The SIS may evaluate, using power flow analysis, the effect of the requested
transmission service on the performance of the transmission system under plausible scenario(s),
including varied operating condition(s), and season(s). The SIS will evaluate Transmission
System performance against applicable criteria and standards. The SIS will rely on previous
studies to the maximum extent possible.
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ATTACHMENT E
Index Of Point-To-Point Transmission Service Customers
[UNDER REVIEW]
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ATTACHMENT F
Service Agreement For
Network Integration Transmission Service Service Agreement For Network Integration Transmission Service
Service Agreement No. XXTX-XXXXX
SERVICE AGREEMENT
FOR
NETWORK INTEGRATION
TRANSMISSION SERVICE
EXECUTED BY THE
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
ACTING BY AND THROUGH THE
BONNEVILLE POWER ADMINISTRATION
AND
(CUSTOMER)
1. This Service Agreement is entered into, by and between the Bonneville Power
Administration Transmission Services (Transmission Provider) and (Customer Name)
(Transmission Customer).
2. The Transmission Customer has been determined by the Transmission Provider to have a
Completed Application for Network Integration Transmission Service under the
Transmission Provider’s Open Access Transmission Tariff (Tariff).
3. The Transmission Customer has provided to the Transmission Provider a deposit, unless
such deposit has been waived by the Transmission Provider, for Transmission Service in
accordance with the provisions of Section 29.2 of the Tariff.
4. Service under this agreement shall commence on the later of (1) the requested Service
Commencement Date, or (2) the date on which construction of any Direct Assignment
Facilities and/or Network Upgrades are completed. Service under this agreement shall
terminate on such date as mutually agreed upon by the parties.
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5. The Transmission Provider agrees to provide and the Transmission Customer agrees to
pay for Network Integration Transmission Service in accordance with the provisions of
Part III of the Tariff and this Service Agreement.
6. Any notice or request made to or by either Party regarding this Service Agreement shall
be made to the representative of the other Party as indicated in Exhibit D.
7. The Tariff, Exhibit A (Specifications for Network Integration Transmission Service),
Exhibit B (Direct Assignment and Use-of-Facilities Charges), Exhibit C (Ancillary
Services), and Exhibit D (Notices) are incorporated herein and made a part hereof.
Capitalized terms not defined in this agreement are defined in the Tariff.
8. This Service Agreement shall be interpreted, construed, and enforced in accordance with
Federal law.
9. This Service Agreement shall inure to the benefit of and be binding upon the Parties and
their respective successors.
10. [Customer Option] The Transmission Customer and the Transmission Provider agree that
provisions of Section 3201(i) of Public Law 104-134 (Bonneville Power Administration
Refinancing Act) are incorporated in their entirety and hereby made a part of this Service
Agreement.
11. Section 202 of Executive Order No. 11246, 30 Fed. Reg. 12319 (1965), as amended by
Executive Order No. 12086, 43 Fed. Reg. 46501 (1978), as amended or supplemented,
which provides, among other things, that the Transmission Customer will not
discriminate against any employee or applicant for employment because of race, color,
religion, sex, or national origin, is incorporated by reference in the Service Agreement the
same as if the specific language had been written into the Service Agreement, except that
Indian Tribes and tribal organizations may apply Indian preference to the extent
permitted by Federal law.
IN WITNESS WHEREOF, the Parties have caused this Service Agreement to be executed
by their respective authorized officials.
(CUSTOMER NAME) UNITED STATES OF AMERICA Department of Energy
Bonneville Power Administration
By: By:
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Name: Name: (Print/Type) (Print/Type)
Title: Title: Transmission Account Executive
Date: Date:
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EXHIBIT A
SPECIFICATIONS FOR
NETWORK INTEGRATION TRANSMISSION SERVICE
TRANSMISSION SERVICE REQUEST
Assign Ref is: ___________
1. TERM OF TRANSACTION
Service Commencement Date:
Termination Date:
2. NETWORK RESOURCES
3. POINT(S) OF RECEIPT
4. POINT(S) OF DELIVERY
5. NETWORK LOAD
6. DESIGNATION OF PARTY(IES) SUBJECT TO RECIPROCAL SERVICE
OBLIGATION
7. NAMES OF ANY INTERVENING SYSTEMS PROVIDING TRANSMISSION
SERVICE
8. SERVICE AGREEMENT CHARGES
Service under this Agreement may be subject to some combination of the charges
detailed below and in Exhibits B and C. (The appropriate charges for transactions
will be determined in accordance with the terms and conditions of the Tariff.)
8.1 Transmission Charge:
8.2 System Impact and/or Facilities Study Charge(s):
8.3 Direct Assignment Facilities Charges:
8.4 Ancillary Service Charges:
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9. OTHER PROVISIONS SPECIFIC TO THIS SERVICE AGREEMENT
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EXHIBIT B
DIRECT ASSIGNMENT AND USE-OF-FACILITIES CHARGES
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EXHIBIT C
ANCILLARY SERVICE CHARGES
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EXHIBIT D
NOTICES
1. NOTICES RELATING TO PROVISIONS OF THE SERVICE AGREEMENT
Any notice or other communication related to this Service Agreement, other than notices
of an operating nature (section 2 below), shall be in writing and shall be deemed to have
been received if delivered in person, by First Class mail, by telefax or sent by overnight
delivery service.
2. NOTICES OF AN OPERATING NATURE
Any notice, request, or demand of an operating nature by the Transmission Provider or
the Transmission Customer shall be made either orally or in writing by telefax or sent by
first class mail.
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ATTACHMENT G
Network Operating Agreement
The Transmission Provider will provide the Network Operating Agreement when it
negotiates and offers a Network Integration Transmission Service Agreement.
The Network Operating Agreement will set forth the terms and conditions under which
the Network Customer will be required to operate its facilities as well as technical and
operational matters associated with the provision of Network Integration Transmission
Service.
The Network Operating Agreement will include, but is not limited to the following:
Authorized Representatives of the Parties
Network Operating Committee
System Protection
System Regulation and Operating Reserves
Service Conditions
Management of Transmission Constraints
Emergency Procedures
Maintenance of Facilities
Data, Information, and Reports
Metering
Communications
Transmission Losses
Administrative Provisions
Operational Regulatory Compliance
Other Operational and Technical Matters as Needed
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ATTACHMENT H
Annual Transmission Revenue Requirement
For Network Integration Transmission Service
(Intentionally Omitted)
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ATTACHMENT I
Index Of Network Integration Transmission Service Customers
[UNDER REVIEW]
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ATTACHMENT J
Procedures for Addressing Parallel Flows
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ATTACHMENT K
Transmission Planning Process
TRANSMISSION PLANNING PROCESS
PART I
INTRODUCTION
The objective of the annual Transmission Provider process is to develop a transmission
plan that cost effectively meets safety, reliability, economic, environmental, public policy and
other objectives.
The Transmission Provider will conduct its planning process in an open, coordinated, and
transparent manner.
The Transmission Provider’s annual transmission planning process will include a series
of open planning meetings that will allow anyone, including network and point-to-point
customers, interconnected neighbors, regulatory and state bodies and other Persons, to provide
input into and comment on the Transmission Provider’s development of a ten year plan for the
Transmission Provider’s Transmission System (“BPA Plan”).
The Transmission Provider also will communicate regarding its transmission planning
with neighboring transmission providers and Interested Persons in the ColumbiaGrid planning
process, which is a process that is open to everyone. Part IV of this Attachment K is based on
the ColumbiaGrid Planning and Expansion Functional Agreement (or “PEFA”) which is posted
on the ColumbiaGrid Website. Capitalized terms used in this Attachment K are defined in
Appendix A to this Attachment K or elsewhere in this OATT.
The Transmission Provider participates in coordinated planning throughout the Western
Interconnection as a whole through its membership in the Western Electricity Coordinating
Council (“WECC”) and participation in the WECC Transmission Expansion Planning Policy
Committee (“TEPPC”). TEPPC provides for the development and maintenance of an economic
transmission study database for the entire Western Interconnection and performs congestion
studies at the Western Interconnection level.
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PART II
RESPONSIBILITIES UNDER ATTACHMENT K
The planning processes described in this Attachment K are intended to result in plans for
the Transmission Provider’s Transmission System which are updated annually. This planning
process will support the responsibilities of the Transmission Provider under other provisions of
its OATT to provide transmission and interconnection service on its Transmission System.
This Attachment K describes the process by which the Transmission Provider intends to
coordinate with its Transmission Customers, neighboring transmission providers, affected state
authorities, and other stakeholders. Neither this Attachment K, nor the BPA Plan, dictates or
establishes which investments identified in a BPA Plan should be made, or how costs of such
investments should be recovered. The Transmission Provider will decide which of such
identified investments it will make taking into consideration information gathered in the planning
process described in this Attachment K, and any process required by the National Environmental
Policy Act, but retains the discretion to make such decisions in accordance with applicable
statutes and policies.
This Attachment K describes a planning process that contemplates actions by not only the
Transmission Provider and its customers under this OATT, but also others that may not be bound
to comply with this Attachment K, such as other transmission providers (and their transmission
or interconnection customers), States, Tribes, WECC, sub-regional planning groups, and other
stakeholders and Interested Persons. The Transmission Provider may be obligated as specified
elsewhere in this Attachment K to participate in planning activities, including providing data and
notices of its activities, and soliciting and considering written comments of stakeholders and
Interested Persons. However, this Attachment K contemplates cooperation and activities by
entities that may not be bound by contract or regulation to perform the activities described for
them. Failure by any entity or Person other than the Transmission Provider to cooperate or
perform as contemplated under this Attachment K, may impede or prevent performance by the
Transmission Provider of activities as described in this Attachment K. The Transmission
Provider shall use reasonable efforts to secure the performance of other entities with respect to
the planning activities described in this Attachment K, but shall have no other or additional
obligation for, or for ensuring, the cooperation or performance by any other entity described in or
contemplated by this Attachment K. For example, if and to the extent any Transmission
Customer or other entity fails to provide suitable data or other information as required or
contemplated by this Attachment K, the Transmission Provider cannot effectively include such
customer and its needs in the Transmission Provider’s planning.
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PART III
THE BPA PLANNING PROCESS
1. Overview
The Bonneville Power Administration (BPA) is a federal power marketing agency based
in the Pacific Northwest and located within the Western Electricity Coordinating Council
reliability region. BPA’s service territory includes Idaho, Oregon, Washington, western
Montana and certain adjacent parts of eastern Montana, California, Nevada, Utah and Wyoming,
as described in 16 U.S.C. § 839a(14).
BPA’s Planning Process is an annual process by which BPA
Assesses performance of its Transmission System.
Develops system reinforcement plans expected to allow BPA’s Transmission System to
meet applicable Planning Criteria and standards (as defined in Section 3, below, for Part
III of this Attachment K) throughout BPA’s 10 year planning horizon.
Addresses reliability needs and service requests on the Transmission Provider’s system.
Evaluates transmission needs driven by Public Policy Requirements.
Considers plans and proposed projects developed by neighboring systems, sub-regional
and regional planning processes.
Develops plans of service from a one-utility perspective.
Meets economic, environmental and other objectives of the system.
Informs customers and interested persons and its budget process of the need and timing
for expenditure of funds necessary to meet its obligations to provide reliable transmission
service to all of its customers.
Provides customers, stakeholders, and interested parties meaningful opportunities to
participate in the development of BPA’s plans.
Considers all resources on a comparable basis.
BPA will involve its customers and interested persons in its planning process through the
following:
Inviting customers and interested parties to participate in BPA’s Planning Process,
including meetings specifically designed to gather input and comment during the phases
of the Planning Process.
Sharing for comment planning studies and supporting assumptions throughout the
Planning Process.
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Posting the BPA Plan and the availability of supporting studies and results on the System
Planning page of its OASIS website.
Posting on the System Planning page of its OASIS website contact information for
planning related questions, including an e-mail address for interested persons to submit
questions or provide comments; and, as available, posting contact information for
specific projects.
Developing business practices with input from customers and stakeholders to facilitate
implementation of this Attachment K.
Participating in the ColumbiaGrid planning process.
Participating in the WECC/TEPPC process.
2. Sequence of BPA Planning Process
The Transmission Provider’s planning cycle is an annual Planning Process resulting in
an updated BPA Plan. The first Planning Process commenced January 2008.
2.1 Assumptions/Methodology
At the beginning of the Planning Process, the Transmission Provider will:
2.1.1 Request and receive updated information from customers about loads, generation,
and demand response resources during the planning horizon, as specified in section III.6, below.
This information is due annually from customers by March 1.
2.1.2 In preparation for performing the system assessment identified in section III.2.2,
below, participate in the development of WECC base cases by using the customer information
provided under section III.2.1.1 and by working with the WECC Northwest Area Coordinator,
ColumbiaGrid.
2.1.3 Develop assumptions and methodologies, identify the applicable Transmission
Provider’s Planning Criteria and standards for the Planning Process; post notice of the
availability of such assumptions, methodologies, the applicable Transmission Provider’s
Planning Criteria and standards on the System Planning page of its OASIS website. The
Transmission Provider will update the posting with revised information as appropriate.
2.1.4 Meet with stakeholders and interested persons to discuss and receive comment on
assumptions, methodologies, and criteria for future planning studies.
2.1.5 After consideration of the input received from stakeholders and interested parties,
the Transmission Provider will update and finalize planning assumptions, and post the
availability of such assumptions on the System Planning page of its OASIS website.
2.1.6 Customers and other stakeholders may identify transmission needs driven by Public
Policy Requirements during Planning Meeting I of the Transmission Provider’s Planning Process
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cycle as described in section III.5.2.1.
2.1.7 After consideration of the transmission needs driven by Public Policy
Requirements identified by customers and other stakeholders, the Transmission Provider will
select, on a non-discriminatory basis, needs for further evaluation. The Transmission Provider
will consider factors including, but not limited to, the following:
(i) the level and form of support for addressing the potential transmission need driven by
Public Policy Requirements (such as indications of willingness to purchase capacity and existing
transmission service requests that could use capacity consistent with solutions that would address
the potential need);
(ii) the feasibility of addressing the potential transmission need driven by Public Policy
Requirements;
(iii) the extent to which addressing the potential transmission need driven by Public
Policy Requirements would also address other Transmission Provider’s Needs identified in the
previous planning cycle or other potential Transmission Provider's Needs in the current planning
cycle; and
(iv) the factual basis supporting the potential transmission need driven by Public Policy
Requirements.
No single factor shall necessarily be determinative in selecting among the potential transmission
needs driven by Public Policy Requirements for inclusion in the system assessment.
Following the selection, the Transmission Provider will post on the System Planning page of its
OASIS website an explanation of why certain identified transmission needs driven by Public
Policy Requirements, if any, were not selected for further evaluation.
2.2 System Assessment
After finalizing the Planning Process assumptions, the Transmission Provider will:
2.2.1 Conduct a system assessment which considers: a) needs driven by reliability,
including meeting the Transmission Provider’s Planning Criteria (described in section III.4), b)
selected transmission needs driven by Public Policy Requirements (as described in section
III.2.1.7 above), and c) requested transmission service. This system assessment will be used to
identify potential deficiencies in system performance or other needs for system improvement
during the planning horizon.
2.2.2 Prepare a summary of the preliminary results of this assessment and post this
summary on the System Planning page of its OASIS website.
2.3 Conceptual Solutions
Following the system assessment, the Transmission Provider will:
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2.3.1 Identify conceptual solutions to: (a) prevent potential violations of the
Transmission Provider’s Planning Criteria identified in the system assessment conducted as
provided in section III.2.2.1, above, and (b) satisfy new service requests, and (c) transmission
needs driven by Public Policy Requirements that the Transmission Provider selected for further
evaluation. The Transmission Provider will post notice of the availability of such conceptual
solutions on the System Planning page of its OASIS website. For solutions that affect more
systems than the Transmission Provider’s Transmission System, the Transmission Provider will
advance the conceptual solutions in the ColumbiaGrid planning process.
2.3.2 Provide an opportunity for customers and interested persons to review and
comment on the results of (i) the system assessment, (ii) the conceptual solutions that affect only
the Transmission Provider’s Transmission System, (iii) possible system upgrade needs for
Requested Service Projects, and (iv) the initial Economic Study results as specified in section
III.3.
2.4 Plans of Service
Following the identification of conceptual solutions, the Transmission Provider will:
2.4.1 Determine which conceptual solutions require development of draft plans of
service in the current Planning Process and develop draft plans of service, cost estimates, and
economic analyses for such draft plans. Post the availability of such plans, estimates, and
analyses on the System Planning page of its OASIS website. Posted draft plans of service that
affect more than the Transmission Provider’s Transmission System will be considered in
coordination with the ColumbiaGrid planning process.
2.4.2 In coordination with the ColumbiaGrid planning process, meet with interested
persons to present, discuss, and receive comments on the draft plans of service, cost estimates,
and economic analyses and to discuss the initial results of high priority Economic Studies
performed pursuant to section III.3.
2.4.3 Develop preferred plans of service.
2.5 BPA Plan
The BPA Plan will cover a 10 year planning horizon. The BPA Plan will include a brief
narrative description of the Transmission Provider’s Need, the preferred solution, an estimated
cost, and estimated schedule for completion of the solution. The BPA Plan will also reflect any
plans for facilities on the Transmission Provider’s Transmission System that are needed to: (i)
provide requested interconnection or (ii) provide requested transmission service. The
Transmission Provider will post a draft of its BPA Plan on the System Planning page of its
OASIS website for comment, and shall consider such comments in developing its final BPA
Plan. The assumptions, applicable Transmission Provider’s Planning Criteria, and
methodologies used in the BPA Plan will be posted in accordance with section III.2.1.
2.5.1 With respect to any alternative solution considered by the Transmission Provider
for development of a plan of service and inclusion in the BPA Plan, including both transmission
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and non-transmission alternatives proposed by the Transmission Provider or by customers or
interested persons, the Transmission Provider shall evaluate such alternative using criteria that
include the following:
(i) degree of development of alternative;
(ii) relative economics and effectiveness of performance;
(iii) coordination with any affected Transmission Systems;(iv) consistency
with the planning standards and criteria listed in section III.4, below;1 and
(v) degree to which the alternative addresses one or more of the Transmission
Provider’s Needs.
2.5.2 Customers and interested persons may propose alternatives to be considered by
the Transmission Provider in developing the BPA Plan at any time after notice of availability of
the system assessment results pursuant to section III.2.2.2 until the end of the period for
comments on the draft plans made available pursuant to section III.2.4.2.
2.5.3 After consideration of comments and alternatives, update the BPA Plan with the
latest plans of service for proposed projects. The Transmission Provider will post its finalized
BPA Plan on the System Planning page of its OASIS website.
3. Economic Planning Studies
3.1 General
As described below, the Transmission Provider will perform or cause to be performed
Economic Studies that are requested by a customer(s), interested person(s), or the Transmission
Provider’s transmission planning function to estimate the costs and benefits of transmission
projects and that are selected for study under the procedures described below. Regional and sub-
regional Economic Studies will be coordinated with other entities through ColumbiaGrid or
WECC, as provided in section IV.15, below.
3.2 Requests for Economic Studies
Any customer, interested person, group of customers or interested persons, or the
Transmission Provider’s transmission planning function, may submit a request for an Economic
Study to Transmission Provider. All requests shall be submitted to Transmission Provider
electronically by October 31 annually for performance of studies in the following year in
accordance with a business practice established by the Transmission Provider. The Transmission
1 The BPA OATT on file with FERC contains an incorrect reference to section III.3. Section III.4 is the correct
reference.
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Provider will post each request for an Economic Study on the System Planning page of its
OASIS website.
The Transmission Provider will hold or cause to be held a public meeting to review each
request that has been received for an Economic Study and to receive input on such requests from
interested persons. The Transmission Provider may review Economic Study Requests as part of
its regularly scheduled Planning Meetings as outlined in section III.5.
After consideration of such review and input, the Transmission Provider will determine:
(i) whether, and to what extent, a requested Economic Study should be
clustered with other Economic Study requests; and
(ii) whether a requested Economic Study should be considered a high priority.
High priority Economic Studies will be funded by the Transmission Provider. The
Transmission Provider will give high priority to up to 2 Economic Studies per year. Such
high priority studies may result from clustering Economic Study requests. The
Transmission Provider will give priority consideration to requests for Economic Studies:
(1) to study the costs of modifications to existing paths on the Transmission Provider’s
Transmission System, or construction of new paths, needed to integrate either locally,
sub-regionally, or regionally, aggregated new generation or load, (2) to requests including
sufficient information about the locations, characteristics, and sizes of loads and
resources to support feasibility of the study, and (3) to requests having broad support.
One high priority Economic Study will be identified as a result of an Economic Study
request submitted by the Transmission Provider’s planning function. One additional
Economic Study will be based upon Economic Study requests from customers or
interested stakeholders. If the Transmission Provider determines that neither the
stakeholders nor the Transmission Provider’s transmission planning function has
submitted new requests that are for high priority Economic Studies, the Transmission
Provider will update the most recent priority Economic Studies upon request.
(iii) Any Economic Studies determined not to be high priority will not be
performed by the Transmission Provider. However, the Transmission Provider may assist
the requestor to find an alternate source for performing the studies and by providing
planning information for use by the requestor or alternate source in performing the
studies, at the requestor’s expense.
(iv) High priority requests that affect transmission systems in addition to the
Transmission Provider’s system will be coordinated with other transmission owners
through ColumbiaGrid. The Transmission Provider will assume primary responsibility
for leading and performing necessary analytical work at ColumbiaGrid for such studies.
(v) The Transmission Provider will forward Economic Study requests that
require production cost analysis to ColumbiaGrid for review and prioritization, and
forwarding to TEPPC for performance of studies, in accordance with section IV.15,
below.
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3.3 Economic Study Results
The Transmission Provider will post the availability of initial Economic Study results on
the System Planning page of its OASIS website and discuss such initial results at meetings
identified for such purpose in section III.5. The Transmission Provider may subsequently
provide updates or revisions to such study results.
4. Transmission Provider’s Planning Criteria
The Transmission Provider shall apply, as applicable, the then-current versions of the
following as planning standards and criteria:
(i.) NERC Reliability Standards for Transmission Planning ;
(ii.) WECC System Performance Criteria; and
(iii.) Other transmission planning criteria and guidelines adopted by the
Transmission Provider or applicable to the Transmission Provider pursuant to law or
regulation.
The Transmission Provider will maintain an updated posting of a link to such planning
standards and criteria on the System Planning page of its OASIS website.
5. Participation
Participation in the Planning Process described in section III of this Attachment K will be
open to all interested parties, including but not limited to all transmission and interconnection
customers, state authorities, tribal representatives, and other stakeholders.
5.1 BPA Transmission Planning Interested Persons List
The BPA Transmission Planning Interested Persons List includes all existing Network
Transmission (NT), Point to Point (PTP), and customers receiving service under non-OATT
transmission contracts (“Grandfathered Transmission Service Customers”) and other persons
who sign up on the System Planning page of the Transmission Provider’s OASIS website to be
on the list. The Transmission Provider will provide email notification to the BPA Transmission
Planning Interested Persons List regarding the development of a new planning project or study
effort that may arise as part of the planning process, or other significant events, and invite them
to participate in related planning meetings.
5.2 Planning Meetings and Related Postings
The Transmission Provider provides opportunities for customers and interested persons to
participate in the Planning Process by conducting a series of open public meetings and issuing
postings throughout the Planning Process as described below. A minimum of two meetings will
be held each year, and two postings issued each year, to provide an opportunity for customers and
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interested persons to provide input to the Planning Process. The Transmission Provider may hold
additional planning meetings.
In addition to the purposes specifically described below, the purpose of the Planning
Meetings is to discuss the Transmission Provider’s anticipated planning studies, receive input to
consider in evaluation and performance of the planning studies, and to inform customers and
interested persons of the results of planning studies and the status of pending projects. The
Transmission Provider will post information that it will make available at each meeting, and
identify the analytical tools used to conduct studies made available, on the System Planning page
of its OASIS website prior to the meeting. The Transmission Provider will receive comments
submitted within five business days after the meeting, unless the Transmission Provider specifies
a different comment period.
5.2.1 Planning Meeting I
During Planning Meeting I, the Transmission Provider will present the BPA Plan from
the Transmission Provider’s previous Planning Process. The Transmission Provider will also
discuss updates to the data, assumptions, criteria, and methodologies to be used in the pending
Planning Process and receive comment. The Transmission Provider will also discuss the
Economic Study requests previously submitted pursuant to section III.3 and possible Economic
Studies.
During Planning Meeting I, customers and stakeholders will have the opportunity to
identify their transmission needs driven by Public Policy Requirements for consideration in the
Planning Process. In addition, customers and stakeholders may also submit their transmission
needs driven by Public Policy Requirements to the Transmission Provider in writing, for up to
two weeks following Planning Meeting I.
The Transmission Provider encourages customers and other stakeholders to submit any
proposed modifications to previously-provided customer data and assumptions so that such
changes may be considered in the Transmission Provider’s Planning Process; the Transmission
Provider requires notification of any proposed changes, in writing.
5.2.2 Posting I
After completion of the system assessment, the Transmission Provider will post the
availability of: a) a summary of its system assessment results, subject to CEII and confidentiality
protections, for the upcoming 10-year planning horizon (consistent with section III.2.2.2), b) a
summary of the identified conceptual solutions (consistent with section III.2.3.1). Following the
completion of any identified high priority Economic Studies, the Transmission Provider will post the
availability of the initial results of such studies (consistent with section III.3).
5.2.3 Planning Meeting II
During Planning Meeting II, the Transmission Provider will present for discussion and
comment the draft plans of service, cost estimates, and economic analyses developed pursuant to
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section III 2.4.1. The availability of these draft plans, estimates and analyses will be posted prior
to Planning Meeting II. These draft plans will include those to address reliability needs and to
meet transmission and interconnection service requests that affect the Transmission Provider’s
system. The Transmission Provider also will present for discussion and comment the selected
transmission needs driven by Public Policy Requirements that affect its own system. Further, the
Transmission Provider will identify for possible inclusion in the ColumbiaGrid planning process
those draft plans that affect more than the Transmission Provider’s system.
In accordance with section III.3, the Transmission Provider will also present for
discussion and comment the initial results of the high priority Economic Studies identified in
section III.3and which were previously posted.
5.2.4 Posting II
Consistent with section III.2.5, the Transmission Provider will post a draft of the latest
update to the BPA Plan for review and comment. Comments will be considered in the
development of the final BPA Plan. The final BPA Plan will be posted at the conclusion of the
Planning Process.
5.2.5 Additional Meetings or Postings
In addition to regularly scheduled meetings with customers and interested parties
described in this section III.5, the Transmission Provider will provide additional opportunity for
coordination and participation with customers and interested parties. Such meetings may be held
in coordination with the ColumbiaGrid planning process. It is anticipated that the Transmission
Provider, either in conjunction with ColumbiaGrid or separately, will endeavor to meet no less
frequently than annually with sub-regional planning groups and adjacent transmission providers
that are not party to the PEFA.
5.2.6 Meeting Notification
No less than 15 calendar days prior to any Planning Meeting, the Transmission Provider
will notify the BPA Transmission Planning Interested Persons List of the meeting by e-mail.
The Transmission Provider will also post notice of the meeting on the System Planning page of
its OASIS website. Notification will include agenda, meeting location, date, time, and
information about any telephone or web-based participation. The Transmission Provider will
provide such notification to neighboring sub-regional planning groups and adjacent transmission
providers. The Transmission Provider will endeavor to post updates to meeting agendas on the
System Planning page of its OASIS website.
5.3 Access to and Use of Replication Data from Transmission Provider
The Transmission Provider shall use reasonable efforts to provide, or have provided,
Replication Data to any customer or interested person upon receipt by the Transmission Provider
of written request for such Replication Data. Access to and use of any Replication Data shall be
subject to CEII restrictions, applicable legal restrictions, and any restrictions on access or use
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reasonably imposed by the Transmission Provider. Further, such access by such entities to such
data that the Transmission Provider has received from any other entity may be subject to any
restrictions on access to such data imposed by such entity. For example, any access to data such
as Replication Data that constitutes WECC base case data by any entity is subject to any
restrictions on access to data imposed by WECC.
Any customer or interested person that receives any Replication Data from the
Transmission Provider shall use such Replication Data only for the purpose of evaluating the
results of the Transmission Provider’s planning studies performed pursuant to this Attachment K
that underlie the BPA Plan.
6. Information Exchange
6.1 Customer Information
Customers will submit the following information to the Transmission Provider by March
1 annually. The Transmission Provider and any other entity providing projected or forecasted
data with respect to any load, generating resource (or any addition, upgrade, retirement or
environmental or other operating restriction with respect to such resource), demand response
resource, or need for transmission service shall use reasonable efforts to provide a good faith
projection or forecast thereof. The Transmission Provider will establish a business practice
regarding the format and procedures for submission of data, and other matters concerning the
data to be submitted.
6.1.1 Network Customer Data
Each Network Customer shall provide to the Transmission Provider the following data:
(i) forecast information for load and resources for at least the following 10-
year period. Such forecast information shall include the amount and location of projected
load growth, load characteristics, and good faith estimates of resource size, location, and
type of generation for resource requirements;
(ii) identification of projected demand response reductions; and
(iii) any other data reasonably requested by the Transmission Provider from
such Network Customer in connection with planning activities pursuant to this
Attachment K.
Any data to be provided by a Network Customer pursuant to this section III.6.1.1 is in
addition to and does not substitute for any data such Network Customer is otherwise required to
provide to the Transmission Provider pursuant to NERC Standards or under other sections of the
OATT, unless otherwise agreed in writing by the Transmission Provider.
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6.1.2 Point-to-Point Customer Data
Any Point-to-Point Customer and any entity that receives Grandfathered Transmission
Service from the Transmission Provider shall provide to the Transmission Provider the following
data:
(i) projections of need for Point-to-Point Transmission Service or other
transmission service for at least the following 10-year period, including transmission
capacity, duration, receipt and delivery points, and location of generation sources and
sinks;
(ii) any other data reasonably requested by the Transmission Provider from
such Point-to-Point Transmission Customer or Grandfathered Transmission Service
Customer in connection with planning activities pursuant to this Attachment K
Any data to be provided by a Point-to-Point Customer or Grandfathered Transmission
Service Customer pursuant to this section III.6.1.2 is in addition to and does not substitute for
any data such customer is otherwise required to provide to the Transmission Provider pursuant to
NERC Standards or under other sections of the OATT, unless otherwise agreed in writing by the
Transmission Provider.
6.2 Demand Response Resource Data
6.2.1 Customer Demand Resources
Any stakeholder may provide to the Transmission Provider the following data (“Demand
Response Resource Data”) with respect to any demand response resource or Non-Transmission
Alternative:
(i) existing and planned demand response resources and any other Non-
Transmission Alternatives and their impacts on forecasted demand and peak demand
reduction; and
(ii) any other data reasonably requested from such stakeholder by
Transmission Provider in connection with planning activities pursuant to this
Attachment K.
Loads and resources submitted under sections III.6.1 and III.6.2 are modeled in
base cases and are therefore included on a comparable basis in system assessments
performed in accordance with section III.2.2.1, and in other studies.
6.2.2 Transmission Provider Demand Resources
As part of planning solutions for identified Transmission Provider’s Needs on its system
in accordance with section III.2.3.1(a), the Transmission Provider will conduct an Agency-level
assessment of whether a Non-Transmission Alternative may be developed to address the Need.
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The Transmission Provider will determine, using the criteria listed in section III.2.5.1, above,
whether to implement any such Non-Transmission Alternative.
6.3 Use of Data
Any data may be used by the Transmission Provider without restriction (but subject to
any applicable confidentiality and CEII restrictions) in its planning activities under this
Attachment K and in the Transmission Provider’s other planning activities or studies, such as
studies in response to requests for transmission service or interconnection.
The Transmission Provider shall have no obligation under this Attachment K or the
OATT to evaluate the validity or accuracy of any data but may so evaluate the validity or
accuracy of any such data if the Transmission Provider determines such evaluation to be
appropriate and reasonable. Similarly, the Transmission Provider shall have no obligation to use
any data for any purpose under this Attachment K that Transmission Provider determines to be
inappropriate or unreasonable for such use and may, in lieu thereof, substitute data that the
Transmission Provider determines to be appropriate and reasonable for such use.
6.4 Critical Energy Infrastructure Information and Confidential Information
The Transmission Provider will establish a business practice with input from customers
and stakeholders regarding protection of critical energy infrastructure information (“CEII”) and
confidential information. The business practice will include requirements for customer and
stakeholder access to CEII and confidential information in the Planning Process.
6.4.1 Nothing in this Section 6 shall require (i) any entity not to comply with any
obligation imposed on it pursuant to Commission Order No. 890 to restrict disclosure of CEII, or
(ii) the Transmission Provider not to comply with any confidentiality obligations imposed on
Transmission Provider by WECC as a condition of receipt by Transmission Provider of any
WECC Data.
6.4.2 Transmission Provider CEII and Confidential Information
The BPA Plan and other Transmission Provider studies, data and assumptions may
contain confidential information or that would be identified as CEII by the Commission. Such
confidential information and CEII will be included in separate appendices so that the body of
such studies and assumptions can be provided to all parties in an open manner.
7. Dispute Resolution
For disputes that arise in the Planning Process, the Transmission Provider will follow the
provisions of Part VI of this Attachment K.
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8. Cost Allocation
8.1 For projects affecting the Transmission Provider’s and other transmission
systems, if the Transmission Provider and other affected transmission system owners are unable
to reach agreement on cost allocation through negotiation, the Transmission Provider may use
the ColumbiaGrid planning process under the PEFA, or another subregional planning process
applicable to such project, to mediate, recommend, or develop a cost allocation. The
ColumbiaGrid cost allocation process is described in section IV.11, below. Costs of such
projects that are allocated to the Transmission Provider will be allocated to Customers in the
Transmission Provider’s transmission rates as appropriate in rate proceedings under section 7(i)
of the Northwest Power Act, 16 U.S.C. § 839e(i).
8.2 The costs of projects on the Transmission Provider’s Transmission System are
allocated to transmission rates in rate proceedings under section 7(i) of the Northwest Power Act,
16 U.S.C. § 839e(i). The allocation of costs to transmission rates is described in documents filed
by the Transmission Provider in such transmission rate proceedings, including the
Administrator’s Record of Decision in such proceedings.
9. Cost Recovery for BPA Planning Process Participation
For participants within the Transmission Provider’s service area, meetings will be held in
a central location with minimal costs to participants. If stakeholders are unable to participate in
the local Planning Process, the Transmission Provider will provide electronic and hardcopies of
all meeting materials upon request.
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PART IV
THE COLUMBIAGRID TRANSMISSION PLANNING PROCESS
1. Introduction
The Transmission Provider participates in regional planning as a party to the PEFA.
ColumbiaGrid is a non-profit membership corporation whose purpose is to promote, in the public
interest, coordinated and reliable planning, expansion, and operation of the interconnected
transmission systems in the Pacific Northwest, taking into consideration environmental concerns,
regional interests, and cost-effectiveness.
The PEFA provides that, each Planning Cycle, ColumbiaGrid is to develop and review a
Draft Biennial Plan and is to adopt, by majority vote of the Board, a Biennial Plan. The PEFA
also provides that the first Biennial Plan is to be adopted as soon as practicable, but in no event
later than a date in the last quarter of 2009.
Although the planning process identified in the PEFA is described sequentially, it is
anticipated that the planning activities under the PEFA will be performed on a flexible, iterative,
and non-sequential basis. In the event of any conflict between (i) the description in this
Attachment K of the PEFA and (ii) the PEFA on file with the Commission, the PEFA shall
control.
2. Planning Criteria
Under section 2 of Appendix A of the PEFA, ColumbiaGrid shall apply the then current
versions of the following as Planning Criteria for its system assessment, System Assessment
Reports, and Needs Statements:
(i) planning standards applicable to TOPPs pursuant to law or regulation;
(ii) NERC/WECC planning standards;
(iii) recognized regional planning or other reliability or transmission adequacy
criteria developed by the consensus of the TOPPs for use on the Transmission Systems
(ColumbiaGrid may sponsor a process for development of such criteria); provided that a
TOPP may have other planning criteria that are more stringent than the ColumbiaGrid
standards for use on its own system; and
(iv) with respect to planning criteria applicable to any particular TOPP, such
additional criteria then accepted by such TOPP and communicated to ColumbiaGrid by
written notice; provided that any such additional criteria shall apply only to such TOPP.
By participating in a Study Team, ColumbiaGrid intends that Study Team participants
will have access to specific Planning Criteria as they are being applied to the Project as it is
developed by a Study Team.
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In addition, with respect to any alternative proposed by a Study Team participant,
including a Project being considered by such Study Team, ColumbiaGrid is to evaluate such
alternative using criteria that include the following:
degree of development of alternative;
(ii) relative economics and effectiveness of performance;
(iii) coordination with any affected Transmission Systems; and
(iv) consistency with applicable state, regional and federal planning
requirements and regulations.
3. System Assessment Report and Need Statements
Each year, ColumbiaGrid, in coordination with the Planning Parties and Interested
Persons, shall, consistent with section 3 of Appendix A of the PEFA, prepare a Draft System
Assessment Report and Draft Need Statements for the Biennial Plan then being developed;
provided that Draft Need Statements need not be prepared for a Draft System Assessment Report
for the second year of a Planning Cycle for any Need already identified in the previous system
assessment or for any Need that does not require a Near-Term EOP solution. Under the PEFA,
the procedure for the preparation of the Draft System Assessment Report and Draft Need
Statements is to be as follows:
(i) ColumbiaGrid, in coordination with the Planning Parties and Interested
Persons, is to perform a system assessment through screening studies of the RIS using the
Planning Criteria to determine the ability of each TOPP to serve, consistent with the
Planning Criteria, its network load and native load obligations, if any, and other existing
long-term firm transmission obligations that are anticipated to occur during the Planning
Horizon. ColumbiaGrid is to base such assessment on the then current and appropriate
WECC planning base cases; provided that Planning Parties are to provide updates to the
input previously provided to ColumbiaGrid pursuant to section 4.6 of the PEFA that was
used by WECC to develop the planning base case. ColumbiaGrid is to update the then
current WECC planning base case to reflect such updated information so that the system
assessment reflects on-going transmission Projects on the RIS and the likely completion
dates of such Projects to the extent such Projects and completion dates are reasonably
forecasted to occur prior to the end of the Planning Horizon. ColumbiaGrid is to post
drafts of the system assessment results as they become available during the system
assessment process on its Website subject to any appropriate conditions to protect
Confidential Information and CEII.
(ii) ColumbiaGrid, in coordination with Planning Parties and Interested
Persons, is to prepare a Draft System Assessment Report. Such Draft Report is to
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identify Needs that the system assessment has projected to occur during the Planning
Horizon.
(iii) ColumbiaGrid, in coordination with the Planning Parties and Interested
Persons, is to develop conceptual transmission solutions to any Need that is not expected
to result in a Single System Project. ColumbiaGrid, in coordination with the Planning
Parties and Interested Persons, is to then identify which of such Needs and related
conceptual solutions are likely to result in Near-Term EOPs.
(iv) ColumbiaGrid, in coordination with the Planning Parties and Interested
Persons, is to develop a Draft Need Statement for each such Need and its conceptual
transmission solution so identified. Each such Draft Need Statement shall include the
following information at a minimum:
(1) a narrative description of the Need and the assumptions, applicable
Planning Criteria, and methodology used to determine the Need;
(2) one or more conceptual transmission-based solutions to meet the Need
with estimated timelines and estimated costs to implement each such solution; and
(3) an indication of whether a non-transmission solution might be viable to
eliminate or delay the necessity for such a transmission-based solution.
Under the PEFA, in the event that the Planning Parties, Affected Persons and
ColumbiaGrid do not reach consensus on the content of any such Draft Need Statement, Staff is
to determine the content of such Draft Need Statement; provided that in making its
determination, Staff is to consider any comments and possible transmission solutions suggested
by any Planning Party or Affected Person; provided further that ColumbiaGrid is to note in the
Draft Need Statement that it determined the content of such statement and is to report the
comments of Planning Parties and Affected Persons.
(v) ColumbiaGrid is to post drafts of the Draft Need Statements, as they
become available, on the Website subject to any appropriate conditions to protect
Confidential Information and CEII.
(vi) ColumbiaGrid, in coordination with the Planning Parties and Affected
Persons, is to continue to work on Needs not likely to result in Near-Term EOPs as
needed and appropriate over time notwithstanding the fact that Draft Need Statements for
such Needs need not be prepared and included in the then current Draft System
Assessment Report and Draft Need Statements.
(vii) ColumbiaGrid is to present the Draft System Assessment Report and Draft
Need Statements to the Board for review and comment.
4. Study Teams
ColumbiaGrid, under section 4 of Appendix A of the PEFA, is to participate in and, as
needed, facilitate and manage Study Teams. Planning Parties are to, and Affected Persons and
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Interested Persons may, actively participate in ColumbiaGrid planning activities through
membership in Study Teams. ColumbiaGrid intends to post information regarding Study Team
schedules and procedures for Interested Persons participation on its Website.
4.1.1 Scope of Study Team Activities
The objective of each Study Team for EOPs and Requested Service Projects is to collaboratively
and timely develop a Project that, with respect to an EOP, addresses a Need Statement and, with
respect to a Requested Service Project that affects more than a single Transmission System,
serves the request for service in a manner that meets time constraints in developing a Requested
Service Project. Study Teams for Capacity Increase Projects are to limit their activities to
identifying and addressing Material Adverse Impacts resulting from such Project, if any;
provided upon the request of such a Project’s sponsor, Study Teams for such Projects may assist
the Project’s sponsor in the development of other elements of such Project.
As part of the Study Team process, any Study Team participant may propose a
transmission or non-transmission alternative to the Project being developed by such Study Team
and shall provide information regarding the proposed alternative to assist in the evaluation of
such proposed alternative under the criteria in Section 2.
4.1.2 Notice to Potentially Interested Persons
ColumbiaGrid in consultation with each Study Team is to, under section 4.3 of the PEFA,
endeavor to notify the following Persons of the formation and scope of activities of such Study
Team with respect to a Project: (i) all Affected Persons with respect to such Project, (ii) all
Persons potentially interested in such Study Team, and (iii) the Interested Persons List, including
Pacific Northwest transmission owners and operators and State and Tribal representatives on the
Interested Persons List. ColumbiaGrid is to develop a protocol regarding procedures designed to
identify and notify States, including agencies responsible for facility siting, utility regulation, and
general energy policy, Tribes, and Pacific Northwest transmission owners and operators that are
potentially impacted by Needs or solutions regarding the activities of Study Teams addressing
such Needs or solutions. For example, the protocol should include a provision stating that at
such time as it becomes apparent to a Study Team that Tribal resources or lands may be
impacted, the Study Team should make a reasonable attempt to notify potentially impacted
Tribes of its work. ColumbiaGrid may work with the Planning Parties and Pacific Northwest
Tribes to compile a database of Tribal lands and culturally significant areas for use under such a
protocol.
4.1.3 Participation in Study Teams
Any Planning Party, Affected Person or Interested Person may participate in a Study Team, with
the exception that participation in a Requested Service Project Study Team may be limited due to
tariffs or applicable law. TOPP(s) that are potentially materially affected by a Need or a
Proposed EOP are to participate in the Study Team relating to such Need or Proposed EOP.
With respect to an EOP Study Team, the TOPP(s) primarily affected by the Need or a Proposed
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EOP is to assume primary responsibility for leading and performing necessary analytical work.
With respect to a Requested Service Project Study Team, the TOPP(s) receiving a transmission
service or interconnection request is to assume primary responsibility for leading and performing
necessary analytical work. With respect to a Capacity Increase Project Study Team for which
the Project sponsor has requested that the Study Team assist in the development of some or all of
the elements of such Project, the Planning Party proposing the Project is to assume primary
responsibility for leading and performing necessary analytical work.
At such time that ColumbiaGrid determines that a TOPP that is not involved may be
materially affected by the Project being developed, ColumbiaGrid is to so notify such TOPP, and
such TOPP is to participate in the Study Team.
ColumbiaGrid is to participate in each Study Team and, as needed, manage and facilitate
the Study Team process. ColumbiaGrid is to post drafts of summaries of the progress of the
Study Teams, including developing Plans of Service.
5. Development of EOPs After Development of Needs Statements
5.1 Formation of Study Teams
Staff is to, under section 5.1 of Appendix A of the PEFA, hold a public meeting, with
general notice to Planning Parties and Interested Persons and specific notice to those TOPPs that
ColumbiaGrid anticipates may be affected, for the purpose of reviewing the Need Statements and
soliciting participation in a Study Team to develop an EOP for each Need Statement. Staff is to
also consider convening Study Teams that address more than one Need Statement. Staff is to
monitor the progress of each Study Team and will, as appropriate, bring Study Teams together in
order to resolve differences, gain planning efficiencies, or develop solutions that meet more than
one Need Statement.
5.2 Elements of an EOP
Under the PEFA, the Study Team is to collaboratively develop a Proposed EOP. An
EOP in a Biennial Plan (or Plan Update) is to include the following: a plan of service describing
the modifications to the RIS to be made, list of Persons to make such modifications, estimated
costs, schedule, cost allocation, allocation of transmission capacity increased or maintained by an
EOP, and appropriate mitigation of Material Adverse Impacts resulting from such EOP; provided
an EOP is to not impose unmitigated Material Adverse Impacts on the RIS.
5.3 Non-Transmission Alternatives
As part of the Study Team process, the Study Team is to evaluate, using criteria that
include those identified in section 2 above, any Non-Transmission Alternative proposed by a
Study Team participant. If the Study Team determines that such alternative has a reasonable
degree of development, eliminates or defers the Need(s) being studied by the Study Team, and is
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reasonable and adequate under such criteria, the Non-Transmission Alternative should be noted
in the Plan and, if adopted by the Person on whose Electric System it would be located, included
in the assumptions used in future system assessments.
5.4 Completion of a Proposed EOP
With respect to a Near-Term EOP, a Proposed EOP is ready for inclusion in a Draft
Biennial Plan when all of the following that have actively participated in the Study Team have
consented to each element of such EOP: Persons who would be identified as a Designated
Person in section 6.1 of the PEFA and any Person who would bear Material Adverse Impacts
from such EOP if not for the mitigation included in the EOP.
In the event that such Affected Persons do not reach agreement on any element(s) of a
Near-Term EOP, the Staff is to make a recommendation for any unresolved element(s) of a
Near-Term EOP and may, as the Staff finds appropriate, present fully-developed alternatives for
the Board’s consideration. The Staff is to inform the Study Team regarding its recommendation
and allow the Study Team the opportunity to comment. In the event there is still not agreement
among the Affected Persons, the Staff is to include its recommendation in the Draft Plan. In
such event, ColumbiaGrid is to endeavor to make an equitable allocation of the costs of an EOP
taking into account (i) the causation of the Need giving rise to such EOP or (ii) the delay or
elimination during the Planning Horizon of any Need as a result of the EOP. Where there are
two affected TOPPs, and one has a Need and the best way to meet that Need is to upgrade
facilities on the other TOPP’s system, ColumbiaGrid is to allocate costs in a form of a Facilities
Agreement to the TOPP causing the Need. ColumbiaGrid may also allocate costs to a TOPP in a
Facilities Agreement whose Need does not give rise to the Staff-Recommended EOP but that has
a Need during the Planning Horizon that is met by such EOP; provided that ColumbiaGrid is not
to allocate costs to such TOPP in an amount that exceeds the cost that would have been incurred
by such TOPP had it met its Need with a separate EOP. The Staff is not to allocate costs based
upon other potential future system benefits. When the Staff submits the Draft Plan to the Board
for approval, the Staff is to identify such elements and shall include a summary analysis of
minority positions on any aspect of such Staff-Recommended EOP.
1. 6. Requested Service Projects
6.1 Receipt of Transmission Service or Interconnection Request
Each TOPP is to receive new transmission and interconnection requests in accordance
with such TOPP’s procedures; provided that if ColumbiaGrid offers a functional agreement to
provide processing services for transmission or interconnection requests in addition to those
provided in the PEFA, eligible TOPPs may sign such agreement. With respect to any request for
transmission service or interconnection received by any Planning Party, nothing in this
Attachment K shall preclude any Planning Party from responding if and as such Planning Party
determines is appropriate under its Tariff.
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6.2 Requested Service Assessment; Formation of Study Teams
When a TOPP has a completed transmission service application, determines that it does
not have sufficient capacity to serve such request and reasonably believes that the requested
service may impact a transmission system other than that of such TOPP, and the customer has
indicated to the TOPP that it wants to pursue further study, such TOPP is to notify ColumbiaGrid
that it has a request for a study. ColumbiaGrid is to perform a Requested Service Assessment to
determine which transmission systems, including those of non-Planning Parties, are affected.
When a TOPP has received an interconnection request and reasonably believes that such
request or a Project to satisfy the request will affect a transmission system other than that of such
TOPP, such TOPP is to notify ColumbiaGrid of such request and such determination.
ColumbiaGrid is to perform a Requested Service Assessment to determine which transmission
systems, including those of non-Planning Parties, are affected.
In each such instance above, ColumbiaGrid is to notify those Persons it determines are
potentially Affected Persons and convene a Study Team, which should develop a study
agreement in accordance with the TOPP’s policies and procedures; provided that participation in
Study Teams convened for an interconnection request may, consistent with such TOPP’s OATT,
be limited to the requesting Person and Affected Persons. ColumbiaGrid, in consultation with
Planning Parties and Interested Persons, is to cluster requests for purposes of performing studies
when practical. The TOPP with the request is to inform its transmission or interconnection
requesting Person regarding the needed study and the estimated costs. If the transmission or
interconnection requesting Person is willing to assume the costs of such study and instructs the
TOPP to proceed, the Study Team is to develop a solution to provide sufficient capacity to serve
the request.
Upon execution of a study agreement, ColumbiaGrid is to (subject to any applicable
confidentiality requirements under the OATT under which the transmission or interconnection
service request was submitted) post: the request, information concerning any clustering of the
request, the identity of the parties to the study agreement, the study schedule, and, from time to
time, is to update the posting to provide other pertinent information.
6.3 Elements of a Requested Service Project
The Study Team is to collaboratively develop a Proposed Requested Service Project.
Each TOPP that receives a transmission service or interconnection request is to retain its
obligation under its OATT to perform studies, with participation of the requestor as appropriate
in accordance with the TOPP’s procedures. A Requested Service Project in a Biennial Plan (or
Plan Update) is to include a Plan of Service, estimated costs, transmission capacity allocation,
cost and ownership allocation, and schedule.
6.4 Completion of a Proposed Requested Service Project
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A Proposed Requested Service Project is ready for inclusion in a Draft Plan when (i) all
of the Affected Persons identified by ColumbiaGrid that have actively participated in a related
Study Team have agreed to each element of such Requested Service Project, (ii) the Study Team
has confirmed that such Project meets the request and has appropriately mitigated Material
Adverse Impacts resulting from such Project on any transmission systems, and (iii) the requestor
has agreed to pursue the Project. Such Requested Service Project may be memorialized in a
project agreement prior to its inclusion in a Draft Plan and, in such instance, is being included in
such Draft Plan for information purposes. In the event that such Affected Persons do not reach
agreement on a Requested Service Project in whole or in part within a reasonable time, Staff is to
make a recommendation for any unresolved element(s) and may, as the Staff finds appropriate,
present fully-developed alternatives for the Board’s consideration. The Staff is to inform the
Study Team regarding its recommendation and allow the Study Team the opportunity to
comment. In the event there is still not agreement amongst the Affected Persons, the Staff is to
develop a recommended Plan of Service. If there is an accompanying Need which can be
delayed or eliminated by the Requested Service Project within the Planning Horizon,
ColumbiaGrid is to endeavor to make an equitable allocation of costs of such Staff-
Recommended Requested Service Project based upon the affected TOPP’s OATT requirements
and the delay or elimination of the Need. ColumbiaGrid may allocate costs in a Facilities
Agreement to a TOPP that has a Need during the Planning Horizon that is met by the Requested
Service Project; provided that ColumbiaGrid is not to allocate costs in an amount that exceeds
the cost that would have been incurred by such TOPP had it met its Need with a separate EOP.
The Staff is to not allocate costs based upon other potential future system benefits. A Staff-
Recommended Requested Service Project is to not have any unmitigated Material Adverse
Impacts resulting from such Project on any transmission systems. The Staff may present more
than one Recommended Requested Service Project for the Board to select from. When the Staff
submits the Staff Recommended Project to the Board for approval, the Staff is to identify any
unresolved element(s) and is to include a summary analysis of positions advanced by any
Affected Persons on such unresolved element(s). If the Staff-Recommended Requested Service
Project is approved by the Board and agreed upon by the requestor and all Affected Persons it is
to be included in the Draft Plan.
7. Single System Projects
7.1 Notification of Single System Projects
Each Planning Party is to advise ColumbiaGrid of any Single System Projects that it is
planning on its Transmission System.
If the system assessment performed by Staff under section 3 of Appendix A of the PEFA
identifies a Need on a single Transmission System, Staff is to inform the subject TOPP of such
Need and, if such TOPP concludes that such Need may be resolved on its Transmission System,
the TOPP is to inform ColumbiaGrid of such resolution. In such instances, the Staff is to include
such Need in the Draft System Assessment Report for information purposes. If any Affected
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Person requests a Study Team to evaluate Material Adverse Impacts resulting from a potential
Single System Project at a “section 3 meeting” to discuss the Draft System Assessment Report
and Need Statements, ColumbiaGrid is to convene such a Study Team.
The TOPP is to submit proposed Single System Projects to ColumbiaGrid.
ColumbiaGrid is to inform the Planning Parties regarding any such Single System Project. If any
Planning Party is concerned that such Single System Project will result in unmitigated Material
Adverse Impacts, ColumbiaGrid is to convene a Study Team to evaluate whether there are
unmitigated Material Adverse Impacts. If there are not unmitigated Material Adverse Impacts,
ColumbiaGrid is to include such Single System Projects in the Plan for information purposes and
include such Single System Project in future system assessments. If there are unmitigated
Material Adverse Impacts, such Project is not a Single System Project and should be further
developed through the ColumbiaGrid planning process as an EOP.
8. Capacity Increase Projects
8.1 Notification of Capacity Increase Projects
Each Planning Party is to advise ColumbiaGrid of any Capacity Increase Projects that it
is planning or anticipates participating in on the RIS.
8.2 Formation of Study Team
If the Project’s sponsor requests a Study Team for project development, ColumbiaGrid
will determine whether there is sufficient interest and, if so, shall convene such Study Team for
such purposes. If any Affected Person requests a Study Team to evaluate Material Adverse
Impacts resulting from a Capacity Increase Project, ColumbiaGrid is to convene such a Study
Team.
8.3 Elements of Capacity Increase Project
A Capacity Increase Project in a Biennial Plan (or Plan Update) is to include the
following: plan of service, estimated costs, the expected amount of transmission capacity added
for each new or existing path, reasons for the Project, the Persons who are responsible for the
costs and construction of the Project, the owners and operators of the added facilities, schedule,
including estimated completion date, transmission rights allocation, Material Adverse Impacts, if
any, and any mitigation of Material Adverse Impacts; provided that any unmitigated Material
Adverse Impacts is to be subject to resolution in the WECC regional planning or path rating
process. To the extent that any such details are included in a Draft Biennial Plan, Draft Plan
Update, or Biennial Plan or a Plan Update, such inclusion is to be for information purposes only,
and the Board may only note Material Adverse Impacts in accordance with section 10.4.1.3 of
Appendix A of the PEFA.
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8.4 Request for Cost Allocation for Capacity Increase Project
A Planning Party may request a cost allocation recommendation from ColumbiaGrid on a
Capacity Increase Project if the related Study Team is unable to come to voluntary agreement on
the cost allocation. This recommendation is non-binding but can be used by the Study Teams to
facilitate agreement on cost allocation.
9. Expanded Scope Projects
9.1 Assessing Interest in Expanding the Scope of Project
Prior to including any Project in a Draft Biennial Plan or Draft Plan Update, the Staff is
to determine, in an open process, whether there is interest in expanding the scope of such Project;
provided absent agreement of the TOPP(s) whose Transmission System(s) has a projected Need,
consideration of the request to expand the scope of an EOP may not unreasonably delay project
development beyond the point where there is sufficient lead time for the original Project to be
completed to meet the Need or as otherwise required.
9.2 Formation of Study Team
If there is interest, Staff is to establish a Study Team to evaluate and develop the
expansion. Those Planning Parties or Interested Persons who are interested in becoming project
sponsors are to assume primary responsibility for leading and performing necessary analytical
work, and are to be responsible for the study costs of evaluating the expansion.
9.3 Completion of a Proposed Expanded Scope Project
The Staff is to assist the Affected Persons identified by ColumbiaGrid that have actively
participated in a related Study Team in resolving transmission capacity rights issues if such
Persons are unable to reach agreement. An Expanded Scope Project is to be included in a Plan
(or Draft Biennial Plan or Draft Plan Update) in lieu of the Project without expansion only when
(i) the sponsors of the expansion have agreed to fund the incremental cost of such Expanded
Scope Projects, (ii) each sponsor of the Project as originally configured would receive equivalent
or better service (including meeting the Need) at no greater cost than it would have paid for the
original Project, and (iii) such Project would not have unmitigated Material Adverse Impacts.
10. Process for Adoption of Plans
10.1 Draft Plan
10.1.1 Contents of Draft Plan
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The Staff is to prepare a Draft Plan based upon the ColumbiaGrid planning process that
contains:
(i) Recommended Projects
a. EOPs
a. i. Recommended Near-Term EOPs
A. Recommended Near-Term EOPs, including an analysis of
how such Projects meet their respective Needs and a verification that each EOP does not
result in unmitigated Material Adverse Impacts on any transmission system;
B. Staff-Recommended Near-Term EOPs, including an
analysis of how such Projects meet their respective Needs, a verification that each such
EOP does not result in unmitigated Material Adverse Impacts on any transmission
system, and an analysis supporting any other Staff-recommended elements, such as cost
or capacity allocation; provided that Staff may only submit recommendations for Near-
Term EOPs for which the Affected Persons identified by ColumbiaGrid that have
actively participated in a related Study Team have been unable to reach agreement in
whole or in part; provided further that the Staff is to also provide for informational
purposes the alternative opinions developed during the study process;
ii. Recommended EOPs that the Affected Parties agree are ready for
implementation, including an analysis of how such Projects meet their underlying Needs
and a verification that each such Project does not result in Material Adverse Impacts on
any transmission system;
iii. A list of alternative plans of service for EOPs that were identified and considered
in the ColumbiaGrid planning process for possible inclusion in the Draft Plan; and
iv. A list of Non-Transmission Alternatives that resulted in a delay or elimination of
a Need.
b. Recommended Requested Service Projects
b. i. Recommended Requested Service Projects, including an
analysis of how such Projects meet the underlying transmission service and interconnection
requests and a verification that each such Project does not result in any unmitigated Material
Adverse Impacts on any transmission system;
c. ii. Staff-Recommended Requested Service Projects, including
an analysis of how such Projects meet the underlying transmission service or interconnection
requests and a verification that each such Project does not result in any unmitigated Material
Adverse Impacts on any transmission system, and an analysis supporting any other Staff-
recommended elements; and
d. iii. A list of alternative plans of service that were identified and considered in the
ColumbiaGrid planning process for possible inclusion in the Draft Plan;
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c. Capacity Increase Projects, including an identification of unmitigated Material Adverse
Impacts on any transmission system, if any;
d. Single System Projects;
e. Expanded Scope Projects; including a verification that each such Project
does not result in any unmitigated Material Adverse Impacts on any transmission system;
f. System Assessment Report and Need Statements;
g. A list of Study Teams and their participants; and
h. Other information that the Board may find helpful in making its decision.
In preparing the Draft Plan, the Staff is to solicit and consider the comments of Interested
Persons, Affected Persons, and Planning Parties. The Staff is to post a preliminary Draft Plan on
the Website and obtain stakeholder comment prior to finalizing the Draft Plan and may include a
summary of the comments received; provided that the Staff is to redact Confidential Information
and CEII from the Draft Plan that is made public. The Staff is to include such redacted
information in the Draft Plan submitted to the Board. The Staff is to include the documentation
as the Staff finds appropriate for purposes of Board review and action; provided the
documentation should be sufficient for subsequent review in an appropriate forum. The Draft
Plan is to clearly identify which Projects (i) must be commenced in the upcoming Planning
Cycle in order to have sufficient lead time for implementation or are ready for implementation,
(ii) have planning underway but do not require commencement in the upcoming Planning Cycle
yet are ready for implementation, or (iii) have planning at a conceptual or preliminary stage.
10.1.2 Timing
The Staff is to submit the Draft Plan for Board adoption at a time interval no greater than
every two years.
10.2 Review Process
The Board is to review the Draft Plan in an open, public process. In doing so, the Board
is to make available the draft Plan, study reports and electronic data files, subject to appropriate
protection of Confidential Information and CEII to all Planning Parties and Interested Persons
and provide the public an opportunity to supply information and provide written or oral
comments to the Board. The Board may adopt additional procedures to carry out its review
process.
10.3 Basis for Plan Adoption
The Board is to base its review and adoption of the Plan on the technical merits of the
Draft Plan, the consistency of the Projects listed in the Draft Plan with the Functional
Agreement, and considering comments and information provided during the review process.
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10.4 Plan Adoption
The Board is to review and take action regarding the Draft Plan as follows:
10.4.1 Recommended Projects
10.4.1.1 EOPs
10.4.1.1.1 Recommended Near-Term EOPs and Recommended
EOPs
The Board is to review and may approve the following with respect to
each Recommended EOP: the Study Team’s determination that (i) it meets its underlying Need
Statement(s) and (ii) does not impose unmitigated Material Adverse Impacts. Those elements
that are not approved by the Board are to be remanded to the Staff and Affected Persons
identified by ColumbiaGrid that have actively participated in a related Study Team for further
consideration and analysis and development.
10.4.1.1.2 Staff-Recommended EOPs
The Board is to review and may approve the following with respect to
each Staff-Recommended EOP: the Staff determination that it meets its underlying Need
Statement(s), its Plan of Service, sponsorship, schedule, cost allocation, transmission rights
allocation, and mitigation of Material Adverse Impacts. Those elements that are not approved by
the Board are to be remanded to the Staff which may, in cooperation with the Study Team, revise
the recommendation and resubmit it to the Board; provided that the Board may modify a
recommended cost allocation or transmission capacity allocation to the extent such modification
is supported by the record.
10.4.1.2 Requested Service Projects
10.4.1.2.1 Recommended Requested Service Projects
The Board is to review and may approve the Study Team’s
determination that each Recommended Requested Service Project (i) serves its underlying
transmission service or interconnection request and (ii) does not result in any unmitigated
Material Adverse Impacts on any transmission system; provided that no Recommended
Requested Service Project is to be included in any Plan unless the requestor and all Affected
Persons agree upon such Requested Service Project. If the Board determines that there are
unmitigated Material Adverse Impacts, such Project is to be remanded to the Staff and Affected
Persons identified by ColumbiaGrid that have actively participated in a related Study Team for
further analysis.
10.4.1.2.2 Staff-Recommended Requested Service Projects
The Board is to review and may approve the Staff’s determination that
each Staff-Recommended Requested Service Project serves the underlying transmission service
or interconnection request, the Plan of Service, transmission capacity allocation, sponsorship,
and mitigation of Material Adverse Impacts resulting from such Project on any transmission
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system; provided that no Staff-Recommended Requested Service Project is to be included in any
Plan unless the requestor and all Affected Persons agree upon such Requested Service Project.
Those elements that are not approved by the Board are to be remanded to the Staff which may, in
cooperation with the Study Team, revise the recommendation and resubmit it to the Board;
provided that the Board may modify a recommended cost allocation or transmission capacity
allocation to the extent such modification is supported by the record.
10.4.1.3 Capacity Increase Projects
The Board is to review the Study Team’s evaluation of Material Adverse Impacts resulting from
each such Project on any transmission system. The Board is to not disapprove or modify project
elements (developed by the Project sponsor(s) or a Study Team) as such information is only
included in the Draft Plan for informational purposes. If the Board determines that there are
unmitigated Material Adverse Impacts resulting from such a Project on any transmission system,
the Board is to note such Material Adverse Impacts in the Plan and defer to the resolution of such
Material Adverse Impacts in the WECC regional planning or path rating process.
10.4.1.4 Expanded Scope Projects
The Board is to review and may approve the Study Team’s determination that there are no
unmitigated Material Adverse Impacts resulting from each such Expanded Scope Project on any
transmission system and, for Expanded Scope Projects that have an underlying EOP or
Requested Service Project, the underlying Need or request is still met with an equivalent or
better service at no greater cost than it would have paid for the underlying Project. The Board is
to not disapprove or modify project elements associated with the project expansion (developed
by the Project sponsor(s) or a Study Team) as such information is only included in the Draft Plan
for informational purposes. If the Board determines that there are unmitigated Material Adverse
Impacts resulting from such a Project on any transmission system or that the underlying Need or
request is not met with an equivalent or better service at no greater cost than it would have paid
for the underlying Project, the Board is to remand such Project to the Staff and Affected Persons
identified by ColumbiaGrid that have actively participated in a related Study Team for further
analysis.
10.4.2 Other Information Included in the Draft Plan
The Board is to include in the Biennial Plan for informational purposes all of the other
content in the Draft Biennial Plan that was provided for informational purposes unless the Board
determines it has good cause not to include such content.
10.4.3 Remands
In the event that the Board remands an item to the Staff and the Study Teams for further
analysis and discussion, the Board is to identify specific questions or concerns to be answered or
further researched by the Staff and Affected Persons identified by ColumbiaGrid that have
actively participated in a related Study Team before the Board approves or confirms the matter
that has been remanded. If the Board determines that a transmission alternative submitted in the
public review process or that a transmission alternative to a Staff-Recommended Project is
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potentially preferable to the proposed Staff-Recommended Project, the Board may remand such
alternative to the Staff, Planning Parties, and Interested Persons for further analysis and
discussion. The Board and Staff are to attempt to minimize the total number of times a Project is
remanded.
10.4.4 Reconsideration Process
The Board is to develop and make available a reconsideration process that provides
Persons who are materially impacted by such decision and did participate in any underlying
Study Team to request within ten days that the Board reconsider a specific decision within the
Board’s approval. If reconsideration of a Board decision is sought by any such Person,
ColumbiaGrid is to promptly convene a meeting, chaired by the ColumbiaGrid President, to
which it invites the chief executive officer or equivalent executive of all Affected Persons to
determine whether they can reach agreement on the disputed decision. If agreement is not
reached, the Board is to pursue the reconsideration process. The reconsideration process is to
provide for input from all involved Persons (including Planning Parties) and Staff, and the Board
is to make its reconsidered decision known within 90 days from the date of the request. If, upon
reconsideration, the Board modifies its decision, the modification is to also be subject to a
petition for reconsideration.
10.4.5 Post-Board Approval Project Modifications
In the event that Project sponsor(s) discover during siting and environmental review
processes that modifications are needed to an EOP in order for such EOP to receive needed
regulatory approval or in order to implement such EOP, the Staff is to review the proposed
modification(s) in a public process to determine whether the proposed modified Project
continues to satisfy the Need and whether Material Adverse Impacts to transmission systems, if
any, are mitigated. The Staff is to communicate the results of its findings to the Board as
follows.
10.4.5.1 Summary Change Statement
Staff is to provide a summary change statement to the Board when such
changes are found by Staff to resolve the problem, mitigate Material Adverse Impacts, if any,
and have the support of Affected Persons. In these situations the Board is to not be required to
take action for the revised plan to be included in the next Plan.
10.4.5.2 Staff Recommendation
Staff, when it finds any of the following,
(i) the Plan of Service being implemented does not resolve the
Need,
(ii) there is disagreement between or among the sponsors and
participants as to the Plan of Service, sponsorship, schedule, cost allocation, or
transmission rights allocation, or
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(iii) mitigation of Material Adverse Impacts is lacking,
is to provide a recommendation to the Board on what actions if any the
Board should take. For example, the Staff recommendation could be one or a combination of the
following: (i) withdraw Board approval or acceptance of the Project, (ii) address the situation in
a subsequent system assessment, (iii) start a Study Team to look at alternatives, or (iv) bring the
Affected Persons together to see if there is interest in having ColumbiaGrid mediate differences.
10.4.5.3 Board Consideration
In these situations, the Board is to consider the Staff recommendation
and is to accept the recommendation or ask the Staff to reconsider its recommendation in light of
additional factors that the Board may want included in the recommendation. No Project
modification pursuant to section 10.4.5 of Appendix A to the PEFA is to be deemed to amend
any Facilities Agreement, and any amendment to any Facilities Agreement is to be subject to and
pursuant to the provisions of such Facilities Agreement for its amendment (and subject to the
provisions of section 6.2 of the PEFA).
11. ColumbiaGrid Cost Allocation
Under the PEFA, ColumbiaGrid provides cost allocation recommendations, which
facilitate the development of mutual agreement by parties on cost allocation. As discussed
above, broad-based Study Teams are used extensively in the ColumbiaGrid processes, including
the development of cost allocation recommendations. Study Teams are intended to be the
primary tool for participation by Planning Parties, Affected Persons, and Interested Persons, in
the development of Projects defined and included in the Plan of ColumbiaGrid. Cost allocation
recommendations by ColumbiaGrid under the PEFA with respect to various types of Projects are
discussed above and are summarized as set forth below in this section.
ColumbiaGrid will, subject to the PEFA, consider: (i) whether a cost allocation proposal
fairly assigns costs among participants, including those who cause them to be incurred, and those
who otherwise benefit from them; (ii) whether a cost allocation proposal provides adequate
incentives to construct new transmission; and (iii) whether the proposal is generally supported by
State authorities and participants across the region.
2. 11.1 EOPs
11.1.1 An EOP must include an associated cost allocation to be included in a
ColumbiaGrid Biennial Plan or Plan Update. In the event that Affected Persons do not reach
agreement on cost allocations for a Near-Term EOP, ColumbiaGrid Staff will make a
recommendation for such cost allocation. The Staff will inform the Study Team regarding Staff's
recommendation and allow the Study Team the opportunity to comment. In the event there is
still not agreement among the Affected Persons, the Staff will include its recommendation in the
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ColumbiaGrid Draft Plan. Where Affected Persons do not reach agreement on cost allocation
for a Near-Term EOP, ColumbiaGrid will recommend Persons to bear the costs of the EOP and
an allocation of the costs of the EOP to such Persons. ColumbiaGrid will endeavor to
recommend an equitable allocation of such costs taking into account (i) the causation of the Need
giving rise to the EOP or (ii) the delay or elimination during the Planning Horizon of any Need
as a result of the EOP.
11.1.2 Under the circumstances described in paragraph 11.1.1, where a TOPP has
a Need and the best way to meet that Need is to upgrade facilities of another TOPP or other
Person, ColumbiaGrid will endeavor to recommend an equitable allocation to Persons of the
costs of an EOP taking into account (i) the causation of the Need giving rise to such EOP or (ii)
the delay or elimination during the Planning Horizon of any Need of a TOPP as a result of the
EOP. Further, the PEFA includes the following cost allocation provisions for specific
circumstances:
(a) where there are two affected TOPPs, and one has a Need and the best way
to meet that Need is to upgrade facilities on the other TOPP's system,
ColumbiaGrid will allocate costs in a form of Facilities Agreement to the
TOPP causing the Need,
(b) ColumbiaGrid may also allocate costs to a TOPP in a Facilities Agreement
whose Need does not give rise to the Staff Recommended EOP but that
has a Need during the Planning Horizon that is met by such EOP;
provided that ColumbiaGrid shall not allocate costs to such TOPP in an
amount that exceeds the cost that would have been incurred by such TOPP
had it met its Need with a separate EOP, and
(c) the ColumbiaGrid Staff will not allocate costs based upon other potential
future system benefits.
11.1.3 When the ColumbiaGrid Staff submits the Draft Plan to the ColumbiaGrid
Board for approval, the Staff will make a recommendation for the cost allocation elements of any
Near-Term EOP upon which Affected Persons have not reached agreement. The ColumbiaGrid
Board shall review and may approve or remand to Staff a recommended cost-allocation for each
Staff-Recommended EOP. Staff may, in cooperation with the Study Team, revise the remanded
recommendation and resubmit it to the ColumbiaGrid Board. However, the ColumbiaGrid
Board may also modify a recommendation by ColumbiaGrid Staff of cost allocation for the EOP
to the extent such modification is supported by the record.
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11.2 Requested Service Projects
A Requested Service Project must include an associated cost allocation to be included in
a ColumbiaGrid Biennial Plan or Plan Update. In the event that the Affected Persons do not
reach agreement on cost allocations for a Requested Service Project within a reasonable time,
ColumbiaGrid Staff will make a recommendation for such cost allocations. The Staff will
inform the Study Team regarding Staff's recommendation and allow the Study Team the
opportunity to comment. If there is an accompanying Need which can be delayed or eliminated
by the Requested Service Project within the Planning Horizon, ColumbiaGrid will endeavor to
make an equitable allocation of costs of such Staff-Recommended Requested Service Project
based upon the affected TOPP’s OATT requirements and the delay or elimination of the Need.
ColumbiaGrid may allocate costs in a form of Facilities Agreement to a TOPP that has a Need
during the Planning Horizon that is met by the Requested Service Project; provided that
ColumbiaGrid will not allocate costs in an amount that exceeds the cost that would have been
incurred by such TOPP had it met its Need with a separate EOP. The Staff will not allocate costs
based upon other potential future system benefits.
11.3 Capacity Increase Project Cost Allocation
11.3.1 ColumbiaGrid Cost Allocation Recommendation. A Capacity Increase
Project must include an associated cost allocation to be included in a Biennial Plan (or Plan
Update). If a Planning Party sponsors a Capacity Increase Project and requests a Study Team for
project development, ColumbiaGrid will determine if there is sufficient interest and, if so, will
convene such Study Team for such purposes. A Planning Party may request a cost allocation
recommendation from ColumbiaGrid on a Capacity Increase Project if the related Study Team is
unable to come to voluntary agreement on the cost allocation. This recommendation is non-
binding but can be used by the Study Teams to facilitate agreement on cost allocation. As
indicated above, ColumbiaGrid has indicated that, when preparing cost allocation
recommendations, it will, subject to the PEFA, consider: (i) whether a cost allocation proposal
fairly assigns costs among participants, including those who cause them to be incurred, and those
who otherwise benefit from them; (ii) whether a cost allocation proposal provides adequate
incentives to construct new transmission; and (iii) whether the proposal is generally supported by
State authorities and participants across the region. Further, the parties to the PEFA have
developed a form of amendment to the PEFA under which, if ColumbiaGrid is otherwise unable
to arrive at a non-binding recommendation for cost allocation as provided above in this section
IV.11.3.1, ColumbiaGrid’s non-binding recommendation shall be to allocate 100 percent of the
costs of such Capacity Increase Project among the Persons participating in such Capacity
Increase Project in proportion to the expected amount of added transmission capacity to be
received by each such Person from such Capacity Increase Project. ColumbiaGrid has by
resolution recommended the execution of such amendment to all Planning Parties. Upon the
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effective date of such amendment, ColumbiaGrid would follow the PEFA as so amended with
respect to such non-binding recommendations for cost allocation.
11.3.2 Solicitation of Interest. For any Project identified by a Planning Party as a
Capacity Increase Project that it will sponsor, the Planning Party may elect to develop the Project
through a ColumbiaGrid Study Team. If a Planning Party requests a Study Team to develop the
Capacity Increase Project, ColumbiaGrid will determine whether there is sufficient interest in
convening a Study Team for project development. If ColumbiaGrid determines that there is
sufficient interest to develop the Project through a Study Team, ColumbiaGrid will convene a
Study Team for project development.
a. ColumbiaGrid will provide notice of the Study Team to Interested Persons,
Affected Persons, and Planning Parties. Any Planning Party, Affected Person
or Interested Person may participate in the Study Team.
b. ColumbiaGrid will post drafts of summaries of the progress of the Study
Team.
c. The Study Team process may develop all of the necessary elements of the
Capacity Increase Projects, including a plan of service, estimated costs, the
expected amounts of transmission capacity added for each new or existing
path, reasons for the Project, the Persons who are responsible for the costs and
construction of the Project, the owners and operators of the added facilities,
schedule including estimated completion date, transmission rights allocation,
Material Adverse Impacts, if any, and any mitigation of Material Adverse
Impacts.
d. The scope of any Capacity Increase Project may be expanded as an
Expanded Scope Project. Insofar as the Expanded Scope Project
constitutes a Capacity Increase Project, ColumbiaGrid may, as set forth
above, recommend a cost allocation.
11.4 Expanded Scope Project
An Expanded Scope Project must include an associated cost allocation to be included in a
Biennial Plan or Plan Update. Prior to including any Project in a Draft Biennial Plan or Draft
Plan Update, the Staff shall determine, in an open process, whether there is interest in expanding
the scope of such Project; provided absent agreement of the TOPP(s) whose Transmission
System(s) has a projected Need, consideration of the request to expand the scope of an EOP may
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not unreasonably delay project development beyond the point where there is sufficient lead time
for the original Project to be completed to meet the Need or as otherwise required. If there is
interest, Staff shall establish a Study Team to evaluate and develop the expansion. An Expanded
Scope Project may be a combination of one or more EOPs, Requested Service Projects, Capacity
Increase Projects, and Single System Projects. The provisions governing ColumbiaGrid cost
allocation recommendations for such types of Projects will be applied to the various portions of
any Expanded Scope Project as applicable.
12. Dispute Resolution
See Part VI below.
13. Regional or Sub-Regional Economic Studies
13.1 If a Planning Party forwards to ColumbiaGrid a request for an economic planning
study that requires production cost modeling, ColumbiaGrid may forward the request to WECC.
ColumbiaGrid will consider these requests during the last scheduled planning meeting of the
year (typically held in November or December). The notification for this meeting will be posted
on the ColumbiaGrid Website and widely distributed via e-mails. The agenda for this meeting
will clearly state if an economic planning study request will be under consideration. The
participants at the meeting may provide or receive input on any requested studies. Such input
may include, without limitation, consideration of (i) the breadth of interest in, and support for,
the requested economic planning study; (ii) the feasibility of the requested economic planning
study; (iii) the relationship between the requested economic planning study and potential (a)
congestion relief or (b) integration on an aggregated or regional (or sub-regional) basis of new
resources or new loads. If the consensus of the participants at that meeting determines that any
such request (or any request developed during any such meeting) has sufficient merit to be
forwarded to WECC, ColumbiaGrid will submit the study request to WECC during the economic
planning study request window, which is between November 1st and January 31
st of each year.
The TEPPC process and criteria for prioritization of economic planning studies are set forth in
section 5 of the TEPPC Planning Protocol located on the ColumbiaGrid Website under the
Planning and Expansion program under the Attachment K link at http://www.columbiagrid.org.
ColumbiaGrid is a member of TEPPC and will participate in TEPPC processes.
13.2 ColumbiaGrid will treat requests received from a Planning Party for economic
planning studies, not referred to WECC, as Capacity Increase Projects. Such requests will be
processed pursuant to the provisions that govern Capacity Increase Projects of this Attachment K
and the PEFA. The PEFA describes the process that ColumbiaGrid would use to form a Study
Team. If a Study Team is formed to perform the economic planning study associated with the
Capacity Increase Project, the Planning Party that submitted the economic planning study request
will be deemed the Capacity Increase Project sponsoring party and will assume primary
responsibility for leading and performing necessary analytical work.
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14. Sub-Regional Coordination
ColumbiaGrid is a sub-regional planning group ("SPG") that coordinates with other SPGs
for projects and studies that involve ColumbiaGrid and one or more other SPGs. In addition,
ColumbiaGrid participates in the regional planning process through regular joint SPG meetings
(which are held at least three times yearly). The purpose of these meetings is to review and
coordinate work on development of WECC base case assumptions and requests, to share
planning information, and to coordinate requests to WECC for economic studies. .
Participation by a non-PEFA party in the ColumbiaGrid planning process does not
thereby make such party a party to PEFA.
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PART V
COORDINATION WITH THE WESTERN INTERCONNECTION PLANNING
PROCESS (WECC)
WECC coordinates aspects of Western Interconnection planning as follows:
a. WECC develops the Western Interconnection wide data bases for
transmission planning analysis such as power flow and stability studies.
b. WECC also maintains a data base for reporting the status of significant
planned projects throughout the Western Interconnection.
c. WECC promotes coordination of significant planned projects through its
WECC Regional Planning Project Review procedures. These procedures
are implemented by the project sponsor within its planning process or by a
Western Interconnection “sub-regional” planning group at the request of a
project sponsor.
d. The WECC Procedure for Project Rating Review provides a process for
coordination of path ratings, including consideration of adverse impacts on
existing paths.
The primary planning coordination forums in WECC include the Planning Coordination
Committee and the Transmission Expansion Planning Policy Committee. These committees are
to meet at least three times each year and are responsible for developing materials for the WECC
coordination activities listed above. Individual entities can participate in planning at the WECC
level by attending meetings of these committees and reviewing and commenting on proposed
transmission plans and policies. Individual entities can participate in the majority of WECC
activities without being a member of WECC although there are many privileges that come with
membership such as access to data bases and committee voting rights.
Western Interconnection wide economic studies are conducted by a committee formed by
WECC, TEPPC, in an open stakeholder process that holds region-wide stakeholder meetings on
a regular basis. The TEPPC planning process is posted on the WECC website (see
www.wecc.biz). ColumbiaGrid has a position on TEPPC and is active in the TEPPC study
process. The Transmission Provider participates in the TEPPC planning processes, as
appropriate, to ensure data and assumptions are coordinated. TEPPC provides the following
functions in relation to Economic Studies in the Transmission Provider transmission planning
process:
a. Development and maintenance of the west-wide economic study database.
b. Performance of economic congestion studies. TEPPC has an annual study
cycle in which it will update databases, develop and approve a study plan
that includes customer high priority economic study requests as
determined by the open TEPPC stakeholder process and perform the
studies and document the results in a report.
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Additional discussion regarding WECC Western Interconnection “regional” and Western
Interconnection “subregional” planning coordination may be found in the WECC document
describing planning coordination, which is posted on the ColumbiaGrid website (see
http://www.columbiagrid.org/AttachK-overview.cfm). ColumbiaGrid is to check the WECC
materials at least once a year and post any revised versions of WECC’s planning coordination
document on the ColumbiaGrid website.
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PART VI.
DISPUTE RESOLUTION
Disputes among PEFA Parties within the scope of the arbitration provisions of section
16.1 of the PEFA shall be addressed through the provisions of that section. However, nothing in
this Attachment K restricts the rights of any person to file a Complaint with the Commission
under relevant provisions of the Federal Power Act.
Disputes that are not within the scope of PEFA dispute resolution procedures but that
arise out of Attachment K between a Transmission Provider and one or more of its Transmission
Customers shall be addressed pursuant to section 12 (Dispute Resolution Procedures) of the
OATT.
ColumbiaGrid is intended to provide a forum for resolving substantive and procedural
disputes. Specifically, ColumbiaGrid is a separate and operationally independent entity that
makes decisions or recommendations regarding multi-system planning issues, and thus provides
a neutral forum through which transmission customers, transmission providers, Planning Parties,
and other stakeholders can raise and address issues arising out of ColumbiaGrid planning
activities. All interested persons have an additional opportunity to present their perspectives
when the staff’s recommendation is presented to the Board. When reviewing the draft Biennial
Plan, the Board can remand items back to the staff for further work and public input.
Disputes that are not within the scope of the foregoing dispute resolution processes but
that arise out of Attachment K in connection with the ColumbiaGrid planning processes may be
addressed, with the agreement of all parties to the dispute, through non-binding mediation using
the FERC Dispute Resolution Service or other non-binding mediation mechanism mutually
agreeable to all parties to the dispute.
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APPENDIX A
DEFINITIONS
The following terms shall have the following definitions when used in this Attachment K.
Other terms defined elsewhere in this OATT and used in this Attachment K shall have the
meanings set forth in the OATT.
A.1 “Affected Persons” with respect to a Project means those Planning Parties and Persons
that would bear Material Adverse Impacts from such Project or are otherwise materially
affected by such Project.
A.2 “Biennial Plan” means each biennial transmission plan adopted by the Board pursuant to
section 2 of the PEFA. A “Draft Biennial Plan” refers to a draft of a Biennial Plan
presented by Staff to the Board for adoption pursuant to section 2 of the PEFA but not yet
adopted by the Board.
A.3 “Board of Directors” or “Board” means the Board of Directors of ColumbiaGrid.
A.4 “BPA Plan” means the plan described in section III.4 of this Attachment K.
A.5 “BPA Transmission Planning Interested Persons List” means that list maintained
pursuant to section III.5.1 of this Attachment K.
A.6 “Bylaws” means the then current bylaws of ColumbiaGrid.
A.7 “Capacity Increase Project” means a voluntary modification of the Regional
Interconnected Systems that is
(i) for the purpose of increasing transmission capacity on the Regional
Interconnected Systems;
(ii) voluntarily undertaken by one or more Planning Parties; and
(iii) not an Existing Obligation Project or Requested Service Project.
A “Proposed Capacity Increase Project” means a proposal for a Capacity Increase Project
at such time as it is being discussed in the planning process, whether that be for purposes of
identifying unmitigated Material Adverse Impacts of such Project or for purposes of developing
the Project under section 9 of Appendix A of the PEFA.
A.8 “Commission” means the Federal Energy Regulatory Commission or any successor
entity.
A.9 “Confidential Information” shall mean: all information, regardless of the manner in
which it is furnished, marked as “Confidential Information” at the time of its furnishing;
provided that Confidential Information shall not include information: (1) in the public
domain or generally available or known to the public; (2) disclosed to a recipient by a
Third Person who had a legal right to do so; (3) independently developed by the receiving
Party or known to such Party prior to its disclosure under this Agreement; (4) normally
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disclosed by entities in the Western Interconnection without limitation; (5) disclosed in
aggregate form; or (6) required to be disclosed without a protective order or
confidentiality agreement by subpoena, law or other directive of a court, administrative
agency or arbitration panel.
A.10 “Critical Energy Infrastructure Information” or “CEII” means information as defined in
18 C.F.R. § 388.113(c), as may be amended from time to time, about existing and
proposed systems or assets, whether physical or virtual, relating to the production,
generation, transportation, transmission, or distribution of energy that could be useful to a
person in planning an attack on such systems or assets, the incapacity or destruction of
which would negatively affect security, economic security, or public health or safety.
A.11 “Demand Response Resource Data” has the meaning set forth in section III.6.2.
A.12 “Designated Person” with respect to a form of Facilities Agreement means each of the
Persons designated as such pursuant to section 6.1 of the PEFA by ColumbiaGrid in such
form.
A.13 “Economic Study” means a study of Transmission Provider’s Transmission System,
separately or in conjunction with study of other transmission systems, to evaluate
(i) congestion or (ii) the integration on an aggregated local, Western Interconnection-
wide (orWestern Interconnection “sub-regional”) basis of new generation resources or
loads.
A.14 “Existing Obligation Project” or “EOP” means any modification to be made to the
Regional Interconnected Systems that is
(i) for the purpose of meeting a Need on a TOPP’s system;
(ii) not a Single System Project; and
(iii) approved by the Board and included as an EOP in a Plan.
A “Proposed Existing Obligation Project” or “Proposed EOP” means a proposal for an
EOP at such time as it is being proposed in the planning process; a “Recommended Existing
Obligation Project” or “Recommended EOP” means a recommendation, developed by the
agreement of Affected Persons pursuant to section 5 of Appendix A of the PEFA, for an EOP
that is included as such in a Draft Biennial Plan or Draft Plan Update; a “Staff-Recommended
Existing Obligation Project” or “Staff-Recommended EOP” means a recommendation, made by
Staff pursuant to section 5.4 of Appendix A of the PEFA, for a Near-Term Existing Obligation
Project that is included as such in a Draft Biennial Plan or Draft Plan Update.
A.15 “Expanded Scope Project” means any Project that is expanded pursuant to section 9 of
Appendix A of the PEFA.
A.16 “Facilities Agreement” means, for purposes of Part IV of this Attachment K, an
agreement tendered by ColumbiaGrid to Designated Parties for purposes of effectuating
an EOP pursuant to section 6 of the PEFA.
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A.17 “Grandfathered Transmission Service” means transmission service provided under non-
OATT transmission contracts.
A.18 “Interested Person” means, for purposes of Part IV of this Attachment K, any Person who
has expressed an interest in the business of ColumbiaGrid and has requested notice of its
public meetings. Such Interested Persons will be identified on the Interested Persons List
compiled by ColumbiaGrid in accordance with section 4.2 of the ColumbiaGrid Bylaws.
A.19 “Material Adverse Impacts,” with respect to a Project means, for purposes of Part IV of
this Attachment K, a reduction of transmission capacity on a transmission system (or
other adverse impact on such transmission system that is generally considered in
transmission planning in the Western Interconnection) due to such Project that is
material, that would result from a Project, and that is unacceptable to the Person that
owns or operates such transmission system. For purposes of this Agreement, Material
Adverse Impacts of a Project are considered mitigated if there would not be any Material
Adverse Impacts due to such Project.
A.20 “Near-Term Existing Obligation Project” or “Near-Term EOP” means, at any time, an
Existing Obligation Project that must be commenced prior to the end of the then next
Planning Cycle in order to have sufficient lead time for implementation to meet the Need
giving rise to such Existing Obligation Project.
A.21 “Need” means any projected inability of a Transmission Owner or Operator Planning
Party (anticipated to occur during the Planning Horizon) to serve, consistent with the
Planning Criteria,
(i) its network load and native load customer obligations, if any, as those
terms are defined in such Transmission Owner or Operator Planning Party’s Open Access
Transmission Tariff; and
(ii) other existing long-term firm transmission obligations.
A.22 “Need Statement” means, with respect to a Need, a statement developed by Staff
pursuant to section 3 of Appendix A of the PEFA and included for informational
purposes in a Plan. A “Draft Need Statement” means a proposal for a Need Statement
presented by Staff to the Board for review and comment.
A.23 "NERC" means North America Electric Reliability Corporation or its successor.
A.24 “Non-Transmission Alternative” means a Non-Transmission Alternative that: (1)
ColumbiaGrid has determined (i) results in the elimination or delay of a Need, (ii) results
in a change in the loads or resources to be reflected in the system assessments, and (iii) is
sponsored by one or more TOPPs; or (2) is considered by the Transmission Provider in
planning for its own Transmission System. Examples of such alternatives that may
constitute Non-Transmission Alternatives may include demand-side load reduction
programs, peak-shaving projects, and distributed generation. The following examples are
specifically excluded from Non-Transmission Alternatives: remedial action schemes,
shunt capacitors, and reconductoring.
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A.25 “Open Access Transmission Tariff” or “OATT” means, for each Transmission Owner or
Operator Planning Party, such Transmission Owner or Operator Planning Party’s open
access transmission tariff and, if such Transmission Owner or Operator Planning Party
does not have such a tariff, the Commission’s pro forma open access transmission tariff.
A.26 “Or” shall be deemed to be disjunctive but not necessarily exclusive.
A.27 “Pacific Northwest” means the (i) sub region within the Western Interconnection
comprised of Alberta, British Columbia, Idaho, Montana, Nevada, Oregon, Utah,
Washington, and Wyoming and (ii) any portions of the area defined in 16 U.S.C.
§ 839a(14) that are not otherwise included in (i).
A.28 “Party” means, for purposes of Part IV of this Attachment K, a signatory to the PEFA.
A.29 “Person” means an individual, corporation, cooperative corporation, municipal
corporation, quasi-municipal corporation, joint operating entity, limited liability
company, mutual association, partnership, limited partnership, limited liability
partnership, association, joint stock company, trust, unincorporated organization,
government entity or political subdivision thereof (including a federal power marketing
administration), or organization recognized as a legal entity by law in the United States or
Canada.
A.30 “Plan” means, for purposes of Part IV of this Attachment K, at any time the then current
Biennial Plan, as then revised by any Plan Updates. A “Draft Plan” refers to a Draft
Biennial Plan or a Draft Plan Update.
A.31 “Plan of Service” means the technical modifications to the Regional Interconnected
Systems to be effected by a Project.
A.32 “Plan Update” means an update to the then current Plan adopted by the Board pursuant to
section 2.4 of the PEFA. A “Draft Plan Update” means a plan update presented by Staff
to the Board for adoption but not yet adopted by the Board.
A.33 “Planning and Expansion Functional Agreement” or “PEFA” means the ColumbiaGrid
Planning and Expansion Functional Agreement on file with the Commission.
A.34 “Planning Criteria” means the then current planning standards that ColumbiaGrid shall
apply, as provided in section 3 of the PEFA, in any system assessment, System
Assessment Report, or Needs Statement.
A.35 “Planning Cycle” means a period of approximately 24 months during which a Draft
Biennial Plan is to be prepared and presented to the Board for adoption and during which
a Biennial Plan is to be subsequently adopted by the Board.
A.36 “Planning Horizon,” for purposes of Part IV of this Attachment K, means, with respect to
any Biennial Plan (or Plan Update), the period for which the system assessment for such
Biennial Plan (or Plan Update) is made, which period shall be the longer of (i) ten years
or (ii) the planning period required by the Commission in its pro forma OATT, as it may
be amended from time to time.
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A.37 “Planning Party” means, for purposes of Part IV of this Attachment K, each Party other
than ColumbiaGrid.
A.38 “Planning Process” means the BPA biennial planning process described in Part III of this
Attachment K.
A.39 “Project” means, for purposes of Part IV of this Attachment K, any of the following
(including any expansion in the Plan of Service therefor pursuant to section 10 of the
PEFA) included in a Plan: (i) Capacity Increase Project, (ii) Existing Obligation Project,
(iii) Requested Service Project, or (iv) Single System Project.
A.40 “Public Policy Requirements” means enacted statutes (i.e., passed by the legislature and
signed by the executive) and regulations promulgated by a relevant jurisdiction, whether
within a state or at the federal level
A.41 “Regional Interconnected Systems” or “RIS” means the interconnected transmission
systems in the Pacific Northwest.
A.42 “Replication Data” means basic criteria, assumptions and data necessary to replicate the
results of Transmission Provider’s planning studies performed pursuant to this
Attachment K that underlie the BPA Plan.
A.43 “Requested Service Assessment” means, with respect to a request to a TOPP for study
related to a transmission service or interconnection, an assessment of the effect of such
request on such TOPP’s Transmission System and on other transmission systems.
A.44 “Requested Service Project” means any modification of the Regional Interconnected
Systems that
(i) is for the purpose of providing service pursuant to a transmission service or
interconnection request made to a TOPP; and
(ii) involves more than one Transmission System.
A “Proposed Requested Service Project” means a proposal for a Requested Service
Project at such time as it is being proposed in the planning process under this Agreement; a
“Recommended Requested Service Project” means a recommendation for a Requested Service
Project that is developed by the agreement of Affected Persons and that is included in a Plan; a
“Staff-Recommended Requested Service Project” means a recommendation by the Staff for a
Requested Service Project following the inability of Affected Persons to reach agreement in a
timely manner on a Recommended Requested Service Project.
A.45 “Single System Project” means any modification of a single Transmission System that
(i) is for the purpose of meeting a Need that impacts only such single Transmission
System;
(ii) does not result in Material Adverse Impacts on any transmission system; and
(iii) is included as a Single System Project in a Plan.
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A.46 “Staff” means, for purposes of Part IV of this Attachment K, the ColumbiaGrid staff,
officers, or consultants hired or retained by ColumbiaGrid to perform the Staff’s
responsibilities under the PEFA. The activities of Staff under this Agreement are to be
performed under the supervision and guidance of the ColumbiaGrid Board.
A.47 “Study Team” with respect to a Project being defined means a team that is comprised of
ColumbiaGrid and the following that choose to participate in such team: (i) any Planning
Parties, (ii) any Affected Persons identified with respect to such Project, and (iii) any
Interested Persons; provided that the Study Team for a Requested Service Project is to
include only ColumbiaGrid and Affected Persons identified with respect to such Project.
The Study Team for an Existing Obligation Project is to develop solution(s) to meet the
Need giving rise to such Existing Obligation Project. The Study Team for a Requested
Service Project is to develop a Project to serve the request giving rise to such Requested
Service Project. The Study Team for any other Project is to assist in either the
identification or mitigation of Material Adverse Impacts, if any, resulting from such
Project or, depending upon the type of Project and the election of the Project sponsor(s),
participate in the planning of such Project.
A.48 “System Assessment Report” means each system assessment report developed by Staff
pursuant to section 3 of Appendix A of the PEFA.
A.49 “TEPPC” means the WECC Transmission Expansion Planning Policy Committee.
A.50 “Third Person” means, for purposes of Part IV of this Attachment K, any Person other
than a Party.
A.51 “Transmission Owner or Operator Planning Party” or “TOPP” means a Party that is a
transmission owner or operator. For purposes of the PEFA an “owner” includes, but is
not limited to, a Party that has a leasehold interest in or other beneficial use of the subject
facilities, where, for financing purposes, legal title is held by another entity.
A.52 “Transmission Provider’s Need” means:
(i) any projected inability of the Transmission Provider to serve (anticipated to occur
during the planning horizon), consistent with the Transmission Provider’s Planning
Criteria:
(a) its network load and native load customer obligations, if any, as those terms
are defined in the Transmission Provider’s Open Access Transmission Tariff; and
(b) other existing long-term firm transmission obligations.
(ii) any transmission need driven by Public Policy Requirements selected by the
Transmission Provider for further evaluation in accordance with Part III section 2.1.7 of
this Attachment.
A.53 “Transmission Provider’s Planning Criteria” means the then current planning standards
that the Transmission Provider shall apply, as provided in Part III section 3 of this
Attachment in any system assessment.
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A.54 “Transmission System” means the transmission facilities in the Pacific Northwest owned
or operated by a Transmission Owner or Operator Planning Party.
A.55 “Website” means, for purposes of Part IV of this Attachment K, the website maintained
by ColumbiaGrid at www.columbiagrid.org.
A.56 “Western Electricity Coordinating Council” or “WECC” means the Western Electricity
Coordinating Council or any successor entity.
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ATTACHMENT L
[UNDER REVIEW]
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ATTACHMENT M
(INTENTIONALLY OMITTED)
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ATTACHMENT N
[UNDER REVIEW]
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ATTACHMENT O Agreement No. __________
[insert year] NETWORK OPEN SEASON
PRECEDENT TRANSMISSION SERVICE AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
CUSTOMER NAME
Index
Section Description Page
1 Term .......................................................................................................... 2
2 Definitions.…. ........................................................................................... 3
3 Customer Requirements and Option to Increase Contract Term ........... 5
4 Ability to Provide Transmission Service without Construction of
Expansion Facilities ................................................................................. 7
5 Bonneville Requirements Prior to Construction of Expansion
Facilities ................................................................................................... 8
6 Service Duration and Commencement of Service.................................... 11
7 Disposition of Performance Assurance .................................................... 12
8 Conditional Firm Offer ............................................................................. 13
9 Creditworthiness Requirements .............................................................. 13
10 FERC Approval......................................................................................... 13
11 No Dedication of Facilities ....................................................................... 13
12 Assignment ............................................................................................... 14
13 Entire Agreement ..................................................................................... 14
14 Choice of Law............................................................................................ 14
15 Section Headings ...................................................................................... 14
16 Incorporation of Exhibits.......................................................................... 14
17 Notices ...................................................................................................... 14
18 Signatures ................................................................................................. 15
Exhibit A Table (Specifications for Long-Term Firm PTP or NT
Transmission Service)
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Exhibit B Customer Information Required for Cluster Study
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This PRECEDENT TRANSMISSION SERVICE AGREEMENT (PTSA or
Agreement) is entered into by and between the UNITED STATES OF AMERICA,
Department of Energy, acting by and through the BONNEVILLE POWER
ADMINISTRATION (Bonneville), and CUSTOMER NAME (Customer), collectively
referred to as “Parties” and individually as “Party”.
WHEREAS, the Customer has requested Long-Term Firm Point-to-Point (PTP)
Transmission Service, or has requested the addition of a new Network Resource or new
Network Load under its Network Integration (NT) Transmission Service Agreement, and
has one or more eligible transmission service request(s) (TSR) pending in Bonneville’s Open
Access Same-Time Information System (OASIS) queue; and
WHEREAS, modifications or additions to the Federal Columbia River Transmission
System (FCRTS) facilities may be required before Bonneville can provide the requested
PTP or NT Transmission Service; and
WHEREAS, Bonneville has provided notice to the Customer that it will conduct a
Network Open Season process to obtain commitments for the purchase of Transmission
Service, and will conduct a Cluster Study as necessary to determine the required system
additions, modifications or upgrades needed in order to provide such service; and
WHEREAS, Bonneville will be responsible for and will conduct all studies
associated with achieving compliance under the National Environmental Policy Act
(NEPA), completing such studies prior to decisions related to the construction of facilities;
and
WHEREAS, the Customer by signing this Agreement and the attached Table is
committing to purchase Long-Term Firm Transmission Service from Bonneville, contingent
upon Bonneville satisfying certain requirements or conditions precedent, all as specified in
this Agreement.
NOW THEREFORE, the Parties do hereby enter into the following:
1. TERM
This Agreement, having been previously signed by Bonneville, is effective when the
Customer has signed this Agreement pursuant to section 3(a) and returned it to
Bonneville and has satisfied the requirements in section 3(b) and 3(e). In the event
the Customer does not satisfy the requirements of sections 3(a), 3(b) and 3(e), this
Agreement shall not become effective, and the status of the Customer’s TSR will be
changed to ‘DECLINED.’ After the Effective Date, this Agreement shall remain in
effect until the earlier of this section 1(a) or 1(b):
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(a) Termination upon Release of Performance Assurance or Service
Commencement Date
At the later of:
(1) the release of the full amount of the Performance Assurance to the
Customer pursuant to section 7(a) or 7(b); or
(2) the Service Commencement Date for Transmission Service pursuant
to section 6(b) or 6(c);
this Agreement shall terminate.
(b) Termination for Bonneville Failure to Satisfy Requirements or Meet
Deadlines, Direct Assignment, or upon Conditions of FERC Approval
If any of the following occurs:
(1) Bonneville is Unable to Satisfy Requirements
Bonneville determines that it is unable to satisfy, or fails to satisfy,
the requirements as described in sections 5(b)(1), or 5(d);
(2) Bonneville is Unable to meet Deadlines
Bonneville determines that it is unable to meet, or fails to meet, either
of the dates specified in sections 5(e)(1). In such event, Bonneville
shall notify the Customer, and no later than 15 days from the receipt
of Bonneville’s notice, the Customer elects to exercise its termination
right in writing to Bonneville;
(3) Direct Assignment
Bonneville determines pursuant to section 5(a)(3) that costs for
Expansion Facilities should be directly assigned to the Customer; or
(4) Conditions of FERC Approval
If either Party exercises its termination rights pursuant to section 10;
then this Agreement shall terminate and the Table as previously signed by
the Customer shall be null and void. Bonneville shall promptly release all of
the Customer’s Performance Assurance and the Customer’s original TSR, as
existing prior to the Customer signing this Agreement, shall remain in
Bonneville’s long-term OASIS queue.
2. DEFINITIONS
Unless otherwise defined herein, capitalized terms are defined in Bonneville’s Open
Access Transmission Tariff (OATT), Transmission and Ancillary Service Rate
Schedules and General Rate Schedule Provisions, and/or External Business
Practices or Bulletins.
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(a) “Bridge” means a type of Conditional Firm Service that Bonneville offers and
the Customer accepts until Transmission Service becomes available upon the
energization of Expansion Facilities or upon an earlier determination by
Bonneville pursuant to this Agreement.
(b) “Cluster Study” means a process for studying a group of TSRs in the
aggregate. A Cluster Study process may be used to complete a System
Impact Study, System Facilities Study, NEPA analysis or other study or
analysis necessary to determine system modifications required to provide
Transmission Service.
(c) “Conditional Firm Service” means a form of less-than-firm service which
Bonneville may offer under a separate arrangement as a Bridge.
(d) “Direct Assignment” or “Direct Assignment Facilities” means the facilities or
portions of facilities that are constructed by Bonneville that directly benefit
the Customer, and that are either: (i) not integrated with the Integrated
Network, as defined in Bonneville’s General Rate Schedule Provisions, or (ii)
not supporting the reliability or efficiency of the Integrated Network for the
general benefit of the users of such system. The costs of such facilities may
be proportionately directly assigned to the Customer.
(e) “Effective Date” means the date this Agreement, having been previously
signed by Bonneville, is signed by the Customer and returned to Bonneville
pursuant to section 3(a) and the Customer has satisfied the requirements of
sections 3(b) and 3(e).
(f) “Eligible TSR” means a network TSR in the OASIS queue by 5:00 pm PDT on
the date established in a notice from Bonneville pursuant to OATT section
19.10, except that a TSR is not an Eligible TSR if any of the following applies:
(i) the TSR is associated with an effective PTSA, or (ii) Bonneville has
determined, as of the start of the Network Open Season window stated in
such notice, that it is able to provide Transmission Service for the TSR using
existing system infrastructure, or (iii) the Customer requests, consistent with
instructions in a notice from Bonneville, that the TSR be excluded from the
Network Open Season. Eligible TSR excludes any requests on the Northwest
AC Intertie, Pacific DC Intertie, and Montana Intertie.
(g) “Expansion Facilities” means those FCRTS modifications or additions that
Bonneville determines are required to provide Transmission Service to the
Customer and to other Open Season Participants in aggregate.
(h) “FERC” means the Federal Energy Regulatory Commission.
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(i) “Network Open Season” means the process Bonneville undertakes to
contractually and financially secure a long-term firm commitment from
customers with Eligible TSRs to purchase Transmission Service.
(j) “Open Season Deadline” means 5:00 pm PDT on the date specified in a notice
from Bonneville. Such date shall be the deadline for the Customer to comply
with the requirements of section 3.
(k) “Open Season Participant(s)” means all customers determined by Bonneville
to have one or more Eligible TSRs, who sign a PTSA and the associated Table
and comply with the requirements of section 3.
(l) “Participating TSR” means any Eligible TSR for which the Customer
executes a PTSA and the associated Table.
(m) ”Performance Assurance” means one of the following: (i) a Letter of Credit,
(ii) a deposit into an escrow account, (iii) a cash deposit provided directly to
Bonneville by the Customer, or (iv) a prepayment of Transmission Service
which may be either made directly to Bonneville or to the account of
Bonneville in escrow.
(n) “Service Commencement Date” means the date as described in sections 6(b)
or 6(c), on which Bonneville will start Transmission Service to the Customer.
(o) “Service Duration” means the period of time between the Start Date and
Termination Date (as defined in the Table) originally requested by the
Customer in section 1(a) of the Table, unless modified in accordance with this
Agreement.
(p) “Table” means the Specifications for Long-Term Firm PTP or NT
Transmission Service associated with the Customer’s TSR and attached to
this Agreement as Exhibit A. Upon Bonneville determination of its ability to
provide Transmission Service, conformance of the Customer’s TSR, and
revision and signing of the Table by Bonneville, the Table will be attached to
the appropriate exhibit of the Customer’s Transmission Service Agreement.
(q) “Tariff” or “OATT” means Bonneville’s Open Access Transmission Tariff,
dated October 2008, or its successor, unless otherwise specified herein.
(r) “Transmission Service” means the Long-Term Firm PTP Service or NT
Service requested on Bonneville’s OASIS in accordance with Bonneville’s
OATT.
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3. CUSTOMER REQUIREMENTS AND OPTION TO INCREASE CONTRACT
TERM
(a) Precedent Transmission Service Agreement
The Customer shall be required to sign and submit a separate PTSA,
including completion of Exhibit B, for each Eligible TSR in OASIS prior to
the Open Season Deadline.
(b) Table
For each Eligible TSR in OASIS, the Customer shall be required to sign the
Table attached to each PTSA submitted to Bonneville prior to the Open
Season Deadline.
(c) Table and TSR Contract Term
The Customer may elect to increase its Service Duration as currently defined
by the duration between the Start Date and the Termination Date included
in the Customer’s original TSR and section 1(a) of the Table. If the Customer
desires to increase its Service Duration, it shall specify and initial the new
Service Duration in section 1(b)(2) of the Table.
(d) Customer Election for Requested Minimum Partial Service
Demand
If the Customer desires a minimum threshold in whole megawatts below
which the Customer does not desire Bonneville to make an award of partial
Transmission Service, the Customer shall fill in the minimum threshold and
initial on the line in section 1(b)(3) of its Table. In the event the Customer
does not make an election, Bonneville will not make any partial service
awards to the Customer for less than the Customer’s full requested megawatt
demand. Any Bonneville offer of Conditional Firm Service will be made
independently of this Customer election related to partial Transmission
Service.
(e) Performance Assurance Requirement
Not later than the Open Season Deadline, the Customer shall provide
Performance Assurance: (i) in the case of requested PTP transmission
service, equal to the requested PTP Reserved Capacity times the long-term
firm PTP transmission service rate in section II.A. of Bonneville’s PTP rate
schedule (in effect at the time of the Open Season Deadline) for one year, or,
(ii) in the case of requested NT transmission service, the charge in section
II.A. of Bonneville’s NT rate schedule (in effect at the time of the Open
Season Deadline) applied to the projected transmission service for one year.
The Customer shall provide Performance Assurance in an amount in U.S.
dollars by means of: (A) a Letter of Credit, (B) a security deposit into an
escrow account, (C) a non-interest bearing cash security deposit with
Bonneville, or (D) a prepayment of transmission service paid directly to
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Bonneville or to the account of Bonneville under an escrow. Each of (A)
through (D) shall be established and maintained in accordance with
Bonneville’s Network Open Season Bulletin or its successor as in effect on the
Open Season Deadline.
(1) Attestation Statement
Notwithstanding the foregoing, no Performance Assurance
requirement will be required for the Customer’s TSR if the Customer
has an NT Transmission Service Agreement, the Customer’s Eligible
TSR is for transmission of a new Network Resource, and the Customer
submits a statement attesting to the resource and generation
conditions specified in section 29.2(viii) of the OATT.
(2) Outside Counsel Opinion
Not later than the Open Season Deadline, state and local
governmental entities (including, but not limited to, municipal
corporations, joint operating agencies, joint powers authorities, and
utility districts) seeking to provide Performance Assurance other than
a letter of credit shall provide from outside counsel selected by the
Customer and reasonably acceptable to Bonneville, a legal opinion
addressed to Bonneville to the effect that Bonneville’s right to funds
under the Performance Assurance is valid and enforceable in
accordance with its terms.
4. ABILITY TO PROVIDE TRANSMISSION SERVICE WITHOUT
CONSTRUCTION OF EXPANSION FACILITIES
(a) Satisfaction of Customer Requirements and Determination of Ability
to Provide Transmission Service without Construction of Expansion
Facilities
After Bonneville determines that the Customer has satisfied the
requirements in section 3(a), 3(b), and 3(e), Bonneville shall, on a continuing
basis, determine whether it can provide Transmission Service for the Table
associated with this Agreement without construction of Expansion Facilities.
(b) Determination of Ability to Provide Transmission Service for the
Customer’s Entire Demand
If, consistent with OASIS queue priority, Bonneville determines that it can
provide Transmission Service to serve the entire transmission demand
associated with the Customer’s TSR without construction of Expansion
Facilities, then: (i) Bonneville shall notify the Customer, (ii) shall specify the
Service Commencement Date consistent with section 6(b) of this Agreement,
(iii) the Customer and Bonneville shall conform the Customer’s TSR
pursuant to section 6(d), and (iv) Bonneville shall sign the Table.
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(c) Determination of Ability to Provide Transmission Service for a
Portion of the Customer’s Demand
If, consistent with OASIS queue priority, Bonneville determines that it can
provide Transmission Service for a portion of the Customer’s requested
demand equal to or exceeding the requested minimum partial demand
established pursuant to section 3(d): (i) Bonneville shall notify the Customer
and (ii) shall specify the Service Commencement Date consistent with section
6(b) of this Agreement. The Customer and Bonneville shall conform the
Customer’s TSR pursuant to section 6(d), and Bonneville shall sign the Table
with such partial demand. Bonneville will prepare a new Exhibit A Table for
this Agreement with the remaining transmission demand, which the
Customer shall sign. Bonneville will not make a partial service award for
any term less than the Service Duration requested by the Customer unless
made upon agreement by the Customer.
(d) Determination that Construction of Expansion Facilities Is
Necessary to Provide Transmission Service
If Bonneville determines that it is unable to provide Transmission Service for
part or all of the Customer’s transmission demand without construction of
Expansion Facilities, section 5 shall apply to such part.
(e) Extensions for Commencement of Service and Treatment of
Competitions under Section 17.7 of the OATT
(1) If, prior to the Customer’s commencement of service, Bonneville
releases to the Customer Reserved Capacity of another Transmission
Customer pursuant to section 17.7 of the OATT, the Customer must
commence service for the Reserved Capacity in the Table without
future commencement of service extensions.
(2) If, pursuant to section 17.7 of the OATT, the Customer requests to
extend the commencement of service for the Reserved Capacity in the
Table and, as a result, all or part of the Customer’s Reserved Capacity
would need to be released in order to satisfy a competing request for
Transmission Service, the Customer shall commence service for the
entire Reserved Capacity in the Table on the Start Date of the
competing request.
5. BONNEVILLE REQUIREMENTS PRIOR TO CONSTRUCTION OF
EXPANSION FACILITIES
(a) Cluster Study
(1) Bonneville Obligation to Conduct Cluster Study
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In order to achieve the maximum efficiencies from its planning
processes and in the identification and design of Expansion Facilities,
Bonneville shall aggregate Participating TSRs and study those
requests in a cluster. Such Cluster Study shall identify and design a
proposed plan of service to supply the aggregate transmission needs of
the Participating TSRs, and shall also identify the projected cost of
any facilities and the proposed schedule to complete construction.
Bonneville shall use due diligence to perform the Cluster Study or
cause such study to be performed. Bonneville shall not separately
charge any Cluster Study costs to Open Season Participants, except to
the extent those costs may be included in Bonneville’s embedded cost
transmission rates and the Customer takes service under such rates.
(2) Customer Obligation to Provide Information for Cluster Study
At the time the Customer returns this signed Agreement to
Bonneville, the Customer will provide Bonneville with the information
required in Exhibit B for use in the Cluster Study. The Customer will
provide the most current available information, and will update
Bonneville in the event such information is revised. Bonneville will
treat such information as confidential.
(3) Direct Assignment
All Expansion Facilities resulting from the Cluster Study are subject
to a determination of Direct Assignment of costs. If Bonneville
determines that costs for Expansion Facilities should be directly
assigned to the Customer, then Bonneville will: (i) exclude such costs
from consideration for rolled-in rate treatment under the Commercial
Infrastructure Financing Proposal (CIFP) evaluation pursuant to
section 5(b), (ii) notify the Customer that this Agreement shall
terminate pursuant to section 1(b)(3), and (iii) process the Customer’s
TSR in accordance with the OATT.
(b) Determination of Rate Treatment Applicable to Transmission
Service
Bonneville shall evaluate the projected cost and benefits of proposed
Expansion Facilities consistent with its CIFP posted on Bonneville’s website
to determine in its discretion whether Transmission Service can reasonably
be provided under the applicable PTP or NT rate schedule (Bonneville’s
“rolled-in” or “embedded” rate).
(1) Transmission Service at Rolled-in Rates
If Bonneville so determines that Transmission Service may be
provided at rolled-in rates, Bonneville shall notify the Customer and
proceed to complete its decision whether to build pursuant to section
5(d).
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(2) Transmission Service not at Rolled-in Rates
If Bonneville determines that Transmission Service cannot be
provided at rolled-in rates, Bonneville shall notify the Customer, this
Agreement shall terminate pursuant to section 1(b)(1), and Bonneville
will process the Customer’s TSR in accordance with the OATT.
(c) National Environmental Policy Act (NEPA) Compliance
Bonneville shall be responsible for all workload, including studies, as
necessary to achieve its NEPA compliance associated with Expansion
Facilities for TSRs for which Bonneville determines that Transmission
Service may reasonably be provided at rolled-in rates. There shall be no
additional compensation required of the Customer under this Agreement
associated with such NEPA compliance. Bonneville reserves the absolute
right to choose any alternatives considered in the NEPA process, including
the no-action alternative. Nothing in this Agreement or the Table shall be
construed as obligating Bonneville to choose an alternative that involves
constructing facilities or to proceed with construction work under this
Agreement or the Table before Bonneville has completed the NEPA review
process.
(d) Decision to Build
In the event that Bonneville makes a determination pursuant to section
5(b)(1) that Transmission Service for the TSR associated with this Agreement
may reasonably be provided at rolled-in rates and after completing the NEPA
review pursuant to section 5(c), Bonneville will then make a determination,
in its sole discretion and in accordance with the Administrator’s statutory
authorities, whether to build Expansion Facilities.
(e) Bonneville Deadlines and Customer Option if Bonneville
Requirements are not Met
Bonneville shall use due diligence to satisfy all of its requirements set forth
in sections 5(b)(1) and 5(d).
(1) Bonneville Deadlines
The following deadlines, unless a later date is agreed to by the
Customer, shall apply to Bonneville:
(i) Rate Treatment Deadline
No later than 11 months after the Open Season Deadline,
Bonneville shall either: confirm the rolled-in rate treatment
and notify the Customer pursuant to section 5(b)(1), or have
made the Customer an offer of Conditional Firm service
pursuant to section 8.
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(ii) Decision to Build Deadline
No later than 39 months after the date of the notice given
pursuant to section 5(b)(1), Bonneville shall either: notify the
Customer pursuant to section 5(f), or have made the Customer
an offer of Conditional Firm service pursuant to section 8.
(2) Delay in Bonneville Determinations
If Bonneville determines that it may not meet either the Rate
Treatment or the Decision to Build deadline described in section
5(e)(1), and does not expect to make the Customer an offer of
Conditional Firm service by such deadlines, Bonneville shall notify the
Customer and shall specify in such notice(s) when Bonneville expects
to make the determination(s) in sections 5(b)(1) or 5(d). In such case,
the Customer shall have the right to terminate this Agreement
pursuant to section 1(b)(2).
(3) Termination if Bonneville Requirements Are Not Met
If Bonneville cannot satisfy the requirements of either section 5(b)(1)
or 5(d), Bonneville shall notify the Customer and this Agreement shall
terminate pursuant to section 1(b)(1).
(f) Bonneville Requirements Completed; Notification of Projected
Service Commencement Date
Upon Bonneville successfully completing its requirements pursuant to
sections 5(b)(1) and 5(d), and no later than the deadlines specified in or
agreed to pursuant to section 5(e): (i) Bonneville shall notify the Customer,
(ii) Bonneville and the Customer shall conform the Customer’s TSR, and (iii)
Bonneville shall sign the Table. Such notice shall include a reasonable
estimate of the Service Commencement Date, which will be after Bonneville
completes construction activities required for the Expansion Facilities.
6. SERVICE DURATION AND COMMENCEMENT OF SERVICE
(a) Provisions Affecting Service Duration
(1) Conditional Firm Service
Any period during which the Customer has taken Conditional Firm
Service as a Bridge arrangement prior to the Service Commencement
Date will be applied to the Customer’s Service Duration obligation.
(2) Delay of Construction of Expansion Facilities
If, due to delays in the construction of Expansion Facilities, the
Customer’s Service Commencement Date occurs subsequent to the
estimated Service Commencement Date provided in Bonneville’s
notice pursuant to section 5(f), the Customer may elect to shorten its
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Service Duration by a period not exceeding the delay. The election
must be upon written notice to Bonneville no later than 15 days prior
to the Service Commencement Date, and excluding any coinciding
period under section 6(a)(1).
(b) Service Commencement Date if Expansion Facilities Are Not
Required
If Bonneville determines, pursuant to section 4(b) or 4(c), that it can provide
Transmission Service without construction of Expansion Facilities, the actual
Service Commencement Date shall be the later of:
(1) the first day of the month occurring at least 15 days from the date of
receipt by the Customer of the executed Table; or
(2) the Start Date as originally requested by the Customer.
This Service Commencement Date will become the Start Date in the
Customer’s Table and the Service Commencement Date extended by the
Service Duration will become the Termination Date.
(c) Service Commencement Date if Expansion Facilities are Required
In addition to its initial notice pursuant to section 5(f), Bonneville shall notify
the Customer on a regular basis of the progress of its construction activities,
and in the event of a delay, provide a revised estimate of the Service
Commencement Date. The actual Service Commencement Date shall be the
later of:
(1) the first day of the month occurring at least 15 days from the date on
which the Expansion Facilities are available to provide Transmission
Service to the Customer, or
(2) the Start Date as originally requested by the Customer.
The Service Commencement Date will become the Start Date in the
Customer’s Table and the Service Commencement Date extended by the
Service Duration will become the Termination Date.
(d) TSR Conformance
Upon determination of the Service Commencement Date or Service Duration
pursuant to sections 4(e), 6(b) or 6(c) above, Bonneville will, if necessary,
provide the Customer instructions, and the Customer shall comply in
modifying or ‘conforming’ its TSR in OASIS, and in the Table, based on the
Service Commencement Date, Service Duration and any other pertinent
information. The Customer and Bonneville shall thereupon initial and date
section 2 of the Table, and Bonneville shall thereupon sign the Table.
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7. DISPOSITION OF PERFORMANCE ASSURANCE
(a) Release of Performance Assurance – Security Deposit
If the Performance Assurance is provided as a security deposit under sections
3(e)(A), 3(e)(B), or 3(e)(C) of this Agreement, Bonneville shall, within 180
calendar days following the commencement of either Transmission Service or
Conditional Firm service as a Bridge arrangement, serving the full
transmission demand associated with the Customer’s TSR, release to the
Customer the Performance Assurance provided by the Customer under
section 3(e). In the event of partial demand service that is equal to or exceeds
the minimum partial demand specified pursuant to section 3(d), Bonneville
shall, within 180 calendar days following the commencement of either
Transmission Service or Conditional Firm service as a Bridge arrangement,
release to the Customer a pro-rated share of the Performance Assurance
based on the ratio that the partial service in megawatts bears to the total
transmission demand requested by the Customer in megawatts.
(b) Release of Performance Assurance – Prepayment
If the Performance Assurance obligation is provided as a prepayment under
section 3(e)(D) of this Agreement, each month beginning upon the
commencement of either Transmission Service or Conditional Firm service as
a Bridge arrangement, the Customer’s obligation for services under this
Agreement and the Table attached as Exhibit A will be satisfied by
disbursements to Bonneville from the related escrow account or cash deposit
with Bonneville. Such disbursements will continue until the total amount of
the Customer’s Performance Assurance balance is exhausted.
(c) Potential Forfeiture of Performance Assurance
In the event of a material breach of this Agreement by the Customer: (i) an
amount equal to the Performance Assurance shall become immediately due
and payable to Bonneville, without setoff, offset or adjustment, and
Bonneville shall be entitled to receive or retain any amounts provided by the
Customer as Performance Assurance, and (ii) the Customer’s TSR with
attached Table shall be changed to ‘DECLINED’ status. The receipt of funds
by Bonneville from Performance Assurance shall not be construed to be and
is not a limitation of damages and shall not preclude Bonneville from seeking
or obtaining additional damages, compensation or other remedies.
8. CONDITIONAL FIRM OFFER
At any time during the term of this Agreement, Bonneville may at its discretion, and
consistent with OASIS queue priority, offer Conditional Firm service to the
Customer. In this event, the terms of service of the Conditional Firm offer, although
developed to interface with this Agreement, shall be implemented and administered
independently from this Agreement. If the Customer elects not to accept a
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Conditional Firm offer on a TSR associated with this Agreement, Bonneville shall
have no obligation to make a subsequent Conditional Firm offer. If the Customer
elects to accept a Conditional Firm Service offer on a TSR associated with this
Agreement, Bonneville shall unilaterally update the TSR by means of a pen and ink
change to the Table, and provide the Customer with a copy of the updated Table
containing the new TSR Assign Ref Number.
9. CREDITWORTHINESS REQUIREMENTS
The Customer agrees to comply with Bonneville’s credit support requirements
throughout the term of this Agreement, as set forth in Bonneville’s Creditworthiness
Business Practice, as amended from time to time, and in accordance with section 11
of the OATT. Based on such credit support requirements, at the time Bonneville
establishes the Service Commencement Date, Bonneville will determine whether the
Customer has an obligation to post additional credit assurances.
10. FERC APPROVAL
Bonneville has filed with FERC certain Tariff revisions regarding the Network Open
Season, including a form of PTSA that includes substantially the same terms and
conditions as this Agreement. If FERC issues a final order rejecting all or any part
of the Tariff revisions, or adding any conditions to the Tariff or to the form of this
Agreement that are material to the Network Open Season or to this Agreement and
that are unacceptable to either Party, within 30 days of issuance of FERC’s final
order, such Party will have the right to terminate this Agreement upon 30 days’
written notice specifying the reasons for termination. Such termination shall be
pursuant to section 1(b).
11. NO DEDICATION OF FACILITIES
No undertaking by the Customer or Bonneville under or pursuant to any provision
of this Agreement shall constitute or be deemed to constitute a dedication of all or
any portion of the FCRTS to the Transmission Customer or to the public.
12. ASSIGNMENT
The Customer shall not assign this Agreement or any of its rights hereunder unless
it obtains consent in writing from Bonneville; such consent shall not be
unreasonably withheld.
13. ENTIRE AGREEMENT
This Agreement constitutes the entire understanding between the Parties with
respect to the Network Open Season, and supersedes any and all previous
understanding(s) between the Parties with respect to the Network Open Season and
binds and inures to the benefit of the Parties and their successors and assignees.
14. CHOICE OF LAW
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This Agreement shall be interpreted, construed, enforced and implemented pursuant
to Federal law.
15. SECTION HEADINGS
Section headings and subheadings appearing in this Agreement are inserted for
convenience only and shall not be construed as interpretations of text.
16. INCORPORATION OF EXHIBITS
Exhibits A and B are hereby incorporated into and made part of this Agreement.
17. NOTICES
Unless otherwise specified any notice or other communication related to this
Agreement, shall be in writing and shall be deemed to have been received if
delivered in person, by First Class mail, by facsimile or sent by overnight delivery
service.
If to the Customer: If to Bonneville:
(Customer Name)
(Customer Address)
(Customer City, State, Zip)
Attention: (Customer Contact)
Title: (Customer Title)
Phone:
Fax:
Attention: Transmission Account Executive for
(Customer Name) – TSE/TPP-2
Phone: (360) 619-6016
Fax: (360) 619-6940
If by First Class Mail:
Bonneville Power Administration
P.O. Box 61409
Vancouver, WA 98666-1409
If by Overnight Delivery Service:
Bonneville Power Administration – TSE/TPP-2
7500 NE 41st Street, Suite 130
Vancouver, WA 98662-7905
18. SIGNATURES
Each Party represents that its signatory named below is duly authorized to execute
this Agreement on its behalf.
CUSTOMER NAME UNITED STATES OF AMERICA
Department of Energy
Bonneville Power Administration
By: By:
Name: Name:
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(Print/Type) (Print/Type)
Title: Title: Transmission Account Executive
Date: Date:
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EXHIBIT [A or C]
SPECIFICATIONS FOR LONG-TERM
FIRM POINT-TO-POINT TRANSMISSION SERVICE
TABLE [insert No. or letter]
REQUEST FOR TRANSMISSION SERVICES
Associated with Precedent Transmission Service Agreement No.: [insert No.]
1. TERM OF TRANSACTION
(a) Originally Specified Contract Term
The Assign Ref is: [insert Assign Ref]
Start Date: at 0000 hours on [insert date, ex. October 1, 2009].
Termination Date: at 0000 hours on [insert date, ex. October 1, 2014].
(b) Customer Election for Contract Term and Partial Service
(1) Original Contract Term: [insert term, ex. 5 years].
(2) Requested Contract Term: ________________________ ______ (Initial)
[If TSR is a Redirect, Enter: Not Applicable for a Redirect TSR on line
above, remove “initial space” and remove the following paragraph]
If the Customer desires a Contract Term longer than the Original
Contract Term as specified above, the Customer may fill in and initial
on the line above, in whole year increments, and not exceeding a
period of 30 years. Such longer term shall retain the original Start
Date specified in section 1(a) above.
(3) Requested minimum threshold for partial service: ________ ______ (Initial)
If the Customer desires a minimum threshold in whole megawatts
below which the Customer does not desire Bonneville to make an
award of partial service, the Customer shall fill in the minimum
threshold and initial on the line above.
2. TSR CONFORMANCE
Pursuant to section 6(d) of the Precedent Transmission Service Agreement (PTSA),
Bonneville will fill in all applicable information below, based upon the Customer’s
original TSR, or as may be revised and described in a ‘conformed’ TSR submitted by
the Customer. The Parties shall initial in the space provided.
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The new Assign Ref is: _____________________ (Bonneville will insert Assign Ref or N/A)
Start Date at 0000 hours on: _________________________ (Bonneville will insert date)
Termination Date at 0000 hours on: __________________ (Bonneville will insert date)
In the event of a Partial Service award: _________ (Bonneville will insert MW demand)
________________________________ ________________________________
Customer Initial/Date Bonneville Initial/Date
3. DESCRIPTION OF CAPACITY AND ENERGY TO BE TRANSMITTED BY
TRANSMISSION PROVIDER
Contract POR
(Source)
Reservation -
Scheduling (POR)
POR
Balancing
Authority
Contract
POD
(Sink)
Reservation -
Scheduling (POD)
POD
Balancing
Authority
Reserved Capacity
(MW)
4. POINT OF RECEIPT
[Include Delivering Party/Resource if known]
Add additional PORs if necessary.
5. POINT OF DELIVERY
[Include Receiving Party if known]
6. DESIGNATION OF PARTY(IES) SUBJECT TO RECIPROCAL SERVICE
3. [Transmission Customer]
7. NAMES OF ANY INTERVENING SYSTEMS PROVIDING TRANSMISSION
SERVICE
[If not applicable insert “None”]
8. SERVICE AGREEMENT CHARGES
Service will be subject to some combination of the charges detailed in the Service
Agreement Exhibits, including but not limited to:
(a) Transmission Charge
PTP-08 Rate Schedule or successor rate schedules.
(1) Reservation Fee
Not Applicable
(2) Short Distance Discount (SDD)
0.6+ (0.4 x ___/75) (formula for PTP) =____ or Not Applicable.
(b) Direct Assignment and Use of Facility Charges
(c) Ancillary Service Charges
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9. OTHER PROVISIONS SPECIFIC TO THIS TABLE
(a) Creditworthiness
The Customer agrees to comply with Bonneville’s credit support
requirements throughout the term of this Table, as set forth in Bonneville’s
Creditworthiness Business Practice, as amended from time to time, and in
accordance with section 11 of the OATT. Based on such credit support
requirements, at the time Bonneville establishes the Service Commencement
Date, Bonneville will determine whether the Customer has an obligation to
post additional credit assurances.
(b) Redirect Rights
Bonneville agrees that changes or modifications to its ATC Methodology as
used to evaluate Redirect or Network Integration Modification of Service
Requests by the Customer will be subject to the notice requirements
pursuant to Bonneville’s Network Open Season Bulletin as effective on the
Open Season Deadline.
[Include this section for Newpoint TSRs]
(c) Reservation-Scheduling POR Newpoint Conformance
If the Customer’s TSR requires the designation of Newpoint, the Customer
will comply with the provisions governing Newpoint set forth in Bonneville’s
Requesting Transmission Service Business Practice. This includes
procedures related to TSR conformance by the Customer, and at the time a
valid Scheduling Point is designated, for the submittal of a Redirect Request.
[Include this section for the TSRs with BC.US Border (east) scheduling issue and
intervening system scheduling path issue]
(d) Third Party Transmission Arrangements
Customer shall be responsible for any scheduling arrangements on other
electric systems [to or from] the valid Reservation-Scheduling [POR or POD]
that may be required by such system.
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10. SIGNATURES
Each Party represents that its signatory named below is duly authorized to execute
this Table on its behalf.
CUSTOMER NAME UNITED STATES OF AMERICA
Department of Energy
Bonneville Power Administration
By: By:
Name: Name: (Print/Type) (Print/Type)
Title: Title: Transmission Account Executive
Date: Date:
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EXHIBIT [A or C]
SPECIFICATIONS FOR
NETWORK INTEGRATION TRANSMISSION SERVICE
TABLE [insert No. or letter]
REQUEST FOR TRANSMISSION SERVICES
Associated with Precedent Transmission Service Agreement No.: [insert No.]
1. TERM OF TRANSACTION
(a) Originally Specified Contract Term
The Assign Ref is: [insert Assign Ref]
Start Date: at 0000 hours on [insert date, ex. July 1, 2009].
Termination Date: at 0000 hours on [insert date, ex. July 1, 2014].
(b) Customer Election for Contract Term and Partial Service
(1) Original Contract Term: [insert term, ex. 5 years].
(2) Requested Contract Term: ________________________ ______ (Initial)
If the Customer desires a Contract Term longer than the Original
Contract Term as specified above, the Customer may fill in and initial
on the line above, in whole year increments, and not exceeding a
period of 30 years. Such longer term shall retain the original Start
Date specified in section 1(a) above.
(3) Requested minimum threshold for partial service: ________ ______ (Initial)
[This section 1(b)(3), which is referenced in the PTSA, is not applicable
to NT customers.]
2. TSR CONFORMANCE
Pursuant to section 6(d) of the Precedent Transmission Service Agreement (PTSA),
Bonneville will fill in all applicable information below, based upon the Customer’s
original TSR, or as may be revised and described in a ‘conformed’ TSR submitted by
the Customer. The Parties shall initial in the space provided.
The Assign Ref is: _____________________ (Bonneville will insert Assign Ref)
Start Date at 0000 hours on: _________________________ (Bonneville will insert date)
Termination Date at 0000 hours on: __________________ (Bonneville will insert date)
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______________________________ ________________________________
Customer Initial/Date Bonneville Initial/Date
3. DESCRIPTION OF CAPACITY AND ENERGY TO BE TRANSMITTED BY
TRANSMISSION PROVIDER
a. Designated Network Resources: See Exhibit XX, Table XX, Revision No. XX,
Section XX.
b. New Designated Network Resources:
Resource Capacity
(MW)
Start Date Termination
Date
Balancing
Authority
Assign
Ref
c. Total Network Resources equals 3(a) + 3(b).
4. POINT OF RECEIPT
5. POINT OF DELIVERY
6. NETWORK LOAD:
See Exhibit XX, Table XX, Revision No. XX, Section XX.
7. DESIGNATION OF PARTY(IES) SUBJECT TO RECIPROCAL SERVICE
4. See Exhibit XX, Table XX, Revision No. XX, Section XX.
8. NAMES OF ANY INTERVENING SYSTEMS PROVIDING TRANSMISSION
SERVICE
See Exhibit XX, Table XX, Revision No. XX, Section XX.
9. CUSTOMER SERVED LOAD
See Exhibit XX, Table XX, Revision No. XX, Section XX.
10. SERVICE AGREEMENT CHARGES
Service will be subject to some combination of the charges detailed in the Service
Agreement Exhibits, including but not limited to:
(a) Transmission Charge
NT-08 Rate Schedule and UFT-08 Rate Schedule or successor rate schedules.
(b) Direct Assignment and Use of Facility Charges
(c) Ancillary Service Charges
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11. OTHER PROVISIONS SPECIFIC TO THIS TABLE
(a) Creditworthiness
The Customer agrees to comply with Bonneville’s credit support
requirements throughout the term of this Table, as set forth in Bonneville’s
Creditworthiness Business Practice, as amended from time to time, and in
accordance with section 11 of the OATT. Based on such credit support
requirements, at the time Bonneville establishes the Service Commencement
Date, Bonneville will determine whether the Customer has an obligation to
post additional credit assurances.
[Include this section for Newpoint TSRs]
(b) Reservation-Scheduling POR Newpoint Conformance
If the Customer’s TSR requires the designation of Newpoint, the Customer
will comply with the provisions governing Newpoint set forth in Bonneville’s
Requesting Transmission Service Business Practice. This includes
procedures related to TSR conformance by the Customer at the time a valid
Scheduling Point is designated.
[Include this section for the TSRs with BC.US Border (east) scheduling issue
and intervening system scheduling path issue]
(c) Third Party Transmission Arrangements
Customer shall be responsible for any scheduling arrangements on other
electric systems [to or from] the valid Reservation-Scheduling [POR or POD]
that may be required by such system.
12. SIGNATURES
Each Party represents that its signatory named below is duly authorized to execute
this Table on its behalf.
CUSTOMER NAME UNITED STATES OF AMERICA
Department of Energy
Bonneville Power Administration
By: By:
Name: Name: (Print/Type) (Print/Type)
Title: Title: Transmission Account Executive
Date: Date:
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EXHIBIT B
CUSTOMER INFORMATION REQUIRED FOR CLUSTER STUDY
Associated with Precedent Transmission Service Agreement No.09TX-00000 and with Table [insert
No. or letter] to Exhibit [A or C] of Service Agreement No. XXXXX
1. SOURCE
The Customer will identify the resource including the electrical point (i.e. substation) where
the resource interconnects with a transmission system (Bonneville or other system) supplying
the capacity and energy associated with the TSR.
2. SINK
If possible, the Customer will identify the load including the electrical point (i.e. substation)
on the transmission system to be served by the resource associated with the TSR. If the load
being served by the TSR cannot be specified, such as for TSRs with a POD of the Northwest
HUB, the Customer must indicate whether the load will be within the Northwest or outside
the Northwest.
3. REVISIONS
In the event information provided under this Exhibit B may be revised, the Customer will
provide notice of such revisions to Bonneville by August 19, 2009. Updates will be accepted in
the future, and may help inform Bonneville’s final decision regarding whether to build
Expansion Facilities identified by the plan of service in the Cluster Study.
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Attachment P Oversupply
Management Protocol
This attachment establishes requirements and procedures used to moderate total dissolved gas
(“TDG”) levels in the Columbia River to protect endangered fish and other aquatic species. All
Transmission Customers that own or operate generating facilities in Transmission Provider’s
Control Area and all generators that own or operate generating facilities in Transmission
Provider’s Control Area (together referred to in this attachment as “Generator”) are subject to
displacement under this attachment, including generating facilities that are dynamically
scheduled out of Transmission Provider’s Control Area but not including generating facilities
that are transferred out of the Control Area by pseudo-tie. Transmission Provider will deliver
Federal hydroelectric energy to replace the reduced generation in order to meet the Transmission
Customers’ schedules. The Oversupply Management Protocol will apply as follows:
1. Before displacing generation under this attachment, Transmission Provider will take the
following actions when available and Transmission Provider determines they will reduce or
avoid the need for displacement:
a. sales through bilateral marketing, including offering to sell power at zero cost;
b. waiving real power loss return obligations;
c. cutting prescheduled Pacific Northwest Coordination Agreement storage;
d. deferring scheduled generation maintenance activities;
e. deferring scheduled transmission maintenance activities;
f. increasing pumping into Banks Lake at Grand Coulee;
g. seeking flow reductions with BC Hydro;
h. seeking additional load via spill exchange agreements, such as those under hourly
coordination with Mid-Columbia Hydro Projects;
i. seeking access to additional reservoir storage space at Federal Projects;
j. reducing available balancing reserves to maximize turbine flows;
k. selling Capacity Recallable Energy products; and
l. reducing TDG levels at one Federal Project by transferring spill to another Federal
Project consistent with the spill priority list.
2. Transmission Provider will use a Least-Cost Displacement Cost Curve (“Cost Curve”) to
displace generation located in Transmission Provider’s control area in order to moderate
TDG levels in the Columbia River. The Cost Curve will list the cost of displacement for
each facility. Transmission Provider will displace generation in order of cost, from the least-
cost facility to the highest-cost facility, until the required displacement quantity as
determined by Transmission Provider is achieved. If the highest-cost Generator that
Transmission Provider displaces in an hour to achieve the required displacement quantity has
the same cost as one or more other Generators, Transmission Provider will displace all such
Generators on a pro-rata basis.
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3. a. No later than March 15 each year (or, with respect to generating facilities with a
scheduled Commercial Operation Date after March 15 of any year, the later of March 15
or 30 days before the facility’s scheduled Commercial Operation Date (as defined in the
Large Generator Interconnection Agreement)), the Generator shall submit to an
independent evaluator selected by Transmission Provider the facility’s costs of
displacement ($/MWh) with respect to each of its generating facilities (other than
facilities with a nameplate capacity under 3 MW, which are exempt from displacement
under this attachment), the nameplate generating capacity, and supporting data and
documentation for each month of the following April through March. The supporting
data and documentation must be sufficient to allow the independent evaluator to verify
the costs. The Generator must certify that the nameplate capacity and the costs are
accurate. The submission must list costs separately for heavy load hours and for light
load hours (both as defined in Transmission Provider’s 2012 Power Rate Schedules or
their successor) and must list both total costs of displacement and costs by each category
in section 3.c. that apply to the generating facility. The Generator may submit revised
costs to the independent evaluator at any time. The Generator must certify that the
revised costs are accurate and must include supporting data and documentation. The
revised costs for any month will be included in the Cost Curve as of the first day of the
second month following submission of the costs. If a Generator does not submit the costs
and supporting data and documentation, the costs of displacement of the facility shall be
deemed to be $0/MWh. If a Generator that submits the costs but does not submit
supporting data and documentation later does submit supporting data and documentation,
the Generator will be included in the Cost Curve as of the first day of the second month
following such submission.
b.
Transmission Provider will obtain from the independent evaluator the total costs of
displacement for each facility and the Cost Curve. Except as provided in section 5.a.,
Transmission Provider will not obtain the costs by category or any supporting data and
documentation. Transmission Provider will not use the cost information for any purpose
other than that specified under this attachment. In addition, Transmission Provider will
not disclose the cost information to any person not employed by Transmission Provider
or to any of its Marketing Function Employees, as defined by the Transmission
Provider’s Standards of Conduct, except that Transmission Provider may disclose the
costs to the Commission as provided in section 5.a. Transmission Provider will sign, and
will require the independent evaluator to sign, a nondisclosure agreement with respect to
the cost information and the scheduling information the independent evaluator obtains
under sections 5.a and 5.b. The nondisclosure agreement will allow the independent
evaluator to disclose cost information and scheduling information to Transmission
Provider under sections 5.a and 5.b.
c.
Costs of displacement shall be limited to the following:
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i. With respect to contracts for the sale of all or part of a facility’s output executed on or
before March 6, 2012 –
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1. the production tax credit the Generator would have received under 26 U.S.C. § 45
or its successor but will not receive because of the displacement;
2. the following amounts for renewable energy credits (RECs) unbundled from the
sale of power:
a. with respect to executed contracts for the sale of RECs unbundled from the
sale of energy and executed contracts for the sale of energy and RECs in
which the price for the RECs is stated separately from the price for the energy,
i) the amount that the Generator is not paid by its contracting party because of
its failure to deliver RECs, and ii) the amount, if any, the Generator must pay
its contracting party as a penalty for its failure to deliver RECs; and
b. with respect to the amount of displaced generation for which the Generator
has not yet executed a contract to sell the RECs, the market value of the RECs
for which the Generator is not credited because of the displacement; and
3. with respect to power sales agreements for the bundled sale and purchase of both
RECs and energy for a single price, i) the contract price, if the Generator is not
entitled to payment for any hour in which the Generator does not generate; or, the
difference between the full contract price and the reduced price if the Generator is
entitled only to a reduced price for any hour in which the Generator does not
generate; and ii) the amount, if any, the Generator must pay its contracting party
as a penalty for its failure to generate.
ii. With respect to contracts for the sale of all or part of a facility’s output executed after
March 6, 2012, the costs listed in sections 3.c.i.1, 3.c.i.2.a.i, and 3.c.i.2.b.
4. For each hour of displacement, Transmission Provider will compensate the Generator for
each displaced facility with the facility’s costs of displacement ($/MWh) multiplied by the
difference between the i) MW of scheduled generation for the hour (or estimated generation
submitted by behind-the-meter resources) integrated over the hour, and ii) the MW of
generation that Transmission Provider has directed the Generator to reduce to under this
attachment. An hour of displacement is an hour in which Transmission Provider has directed
the Generator to reduce generation under this Attachment and Generator has complied with
the direction, including hours in which the Generator is ramping down to comply with the
direction or ramping up to return to normal operations.
5. a. The independent evaluator may validate costs submitted by the Generator. In such case
the Generator will submit to the independent evaluator any additional supporting data the
independent evaluator reasonably requests. If the independent evaluator determines that
any costs warrant further review, it may provide the cost information including
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supporting data and documentation to Transmission Provider. In such case, Transmission
Provider and Generator will follow the Dispute Resolution Procedures set forth in section
12 of this Tariff. If the dispute is not resolved, Transmission Provider may file a
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complaint or other appropriate request with the Commission requesting review of the
costs and appropriate action if any.
b. If Transmission Provider believes that any schedule submitted during an hour of
displacement may be inaccurate or inflated, Transmission Provider may ask the
independent evaluator to review the schedule, and may submit additional data to the
independent evaluator to consider in its evaluation. In such case the independent
evaluator may ask the Generator to provide relevant supporting data for the schedule,
which Generator shall provide. The independent evaluator will provide to Transmission
Provider its conclusion regarding the accuracy of the schedule. If the independent
evaluator concludes that the schedule is inaccurate or inflated, it may provide to
Transmission Provider the data provided by the Generator. In such case, Transmission
Provider and Generator will follow the Dispute Resolution Procedures set forth in section
12 of this Tariff. If the dispute is not resolved, Transmission Provider may file a request
or complaint with the Commission, together with the scheduling data, requesting
investigation of the Generator’s scheduling practices and appropriate action if any.
6. Transmission Provider shall establish in a business practice the communication protocols
through which Transmission Provider will notify Generators when Transmission Provider
implements this attachment.
7. If a Generator is prevented from reducing generation below a certain level or deviating from
a certain ramp rate, the Generator may submit a minimum generation level or a maximum
ramp rate to Transmission Provider under Transmission Provider’s minimum generation
business practice. Transmission Provider will not direct a Generator to reduce generation
below its minimum generation level, or at a ramp rate that exceeds the maximum ramp rate.
If a Generator does not submit a minimum generation level or a maximum ramp rate,
Transmission Provider may direct the Generator to reduce generation to zero. Generators
may consider the following factors in establishing minimum generation levels and ramp
rates:
i. Generation level required for self- or third-party supply of Ancillary Services such as
operating reserves, regulating and load following reserves, or for supply of Ancillary
Services to another Control Area;
ii. Generation levels needed for local reactive power support;
iii. Generation levels that can be achieved within 60 minutes or that allow return to
normal operation within 60 minutes;
iv. Generation levels required for compliance with environmental laws and regulations;
v. Minimum stable and safe generation levels;
vi. Minimum fuel take obligations;
vii. Maximum 10-minute ramp rates;
viii. Maximum duration for reduced generation levels; and
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ix. Generation levels and duration for testing requirements after generator maintenance.
x. Generation level needed to support plant operations associated with co-generation
facilities.
Issued by: Cathy Ehli
Issued on: May 29, 2009
8. Transmission Provider will not charge or compensate the Generator for generator
imbalance service under Transmission Provider’s applicable generation imbalance
rate schedules in any hour in which Transmission Provider directed the Generator
to reduce generation below the amount of generation scheduled under this
attachment.
9. Generator shall remain responsible for loss return and Operating Reserve
obligations incurred for schedules submitted for hours in which Transmission
Provider implements this attachment.
10. Transmission Provider shall post on its website an annual report stating the MWh
of energy displaced and the cost of displacement pursuant to this attachment.